Jones Financial Companies’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $789K | Buy |
42,820
+17,537
| +69% | +$323K | ﹤0.01% | 1101 |
|
|
2025
Q1 | $399K | Buy |
25,283
+14,230
| +129% | +$225K | ﹤0.01% | 1219 |
|
|
2024
Q4 | $236K | Buy |
11,053
+5,924
| +116% | +$126K | ﹤0.01% | 1279 |
|
|
2024
Q3 | $103K | Buy |
5,129
+2,660
| +108% | +$53.6K | ﹤0.01% | 1389 |
|
|
2024
Q2 | $52.3K | Buy |
2,469
+2,135
| +639% | +$45.2K | ﹤0.01% | 1242 |
|
|
2024
Q1 | $5.92K | Sell |
334
-253
| -43% | -$4.49K | ﹤0.01% | 1150 |
|
|
2023
Q4 | $9.97K | Buy |
587
+253
| +76% | +$4.3K | ﹤0.01% | 681 |
|
|
2023
Q3 | $5.8K | Hold |
334
| – | – | ﹤0.01% | 510 |
|
|
2023
Q2 | $5.61K | Buy |
334
+84
| +34% | +$1.41K | ﹤0.01% | 486 |
|
|
2023
Q1 | $3.98K | Sell |
250
-185
| -43% | -$2.95K | ﹤0.01% | 529 |
|
|
2022
Q4 | $7K | Buy |
435
+185
| +74% | +$2.98K | ﹤0.01% | 506 |
|
|
2022
Q3 | $3K | Hold |
250
| – | – | ﹤0.01% | 495 |
|
|
2022
Q2 | $3K | Sell |
250
-610
| -71% | -$7.32K | ﹤0.01% | 572 |
|
|
2022
Q1 | $14K | Buy |
860
+770
| +856% | +$12.5K | ﹤0.01% | 481 |
|
|
2021
Q4 | $1K | Hold |
90
| – | – | ﹤0.01% | 734 |
|
|
2021
Q3 | $1K | Hold |
90
| – | – | ﹤0.01% | 635 |
|
|
2021
Q2 | $1K | Sell |
90
-382
| -81% | -$4.24K | ﹤0.01% | 618 |
|
|
2021
Q1 | $7K | Buy |
+472
| New | +$7K | ﹤0.01% | 577 |
|