Kestra Private Wealth Services’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
$939K Buy
45,936
+5,176
+13% +$106K 0.01% 765
2025
Q1
$629K Buy
40,760
+2,352
+6% +$36.3K 0.01% 858
2024
Q4
$820K Sell
38,408
-1,260
-3% -$26.9K 0.01% 719
2024
Q3
$812K Buy
39,668
+11,231
+39% +$230K 0.01% 679
2024
Q2
$602K Buy
28,437
+3,492
+14% +$73.9K 0.01% 755
2024
Q1
$442K Buy
24,945
+1,384
+6% +$24.5K 0.01% 855
2023
Q4
$400K Sell
23,561
-503
-2% -$8.54K 0.01% 824
2023
Q3
$418K Buy
24,064
+1,775
+8% +$30.8K 0.01% 734
2023
Q2
$374K Sell
22,289
-35,362
-61% -$594K 0.01% 738
2023
Q1
$918K Buy
57,651
+44,187
+328% +$704K 0.04% 432
2022
Q4
$215K Buy
13,464
+2,194
+19% +$35K 0.01% 780
2022
Q3
$135K Sell
11,270
-456
-4% -$5.46K 0.01% 822
2022
Q2
$155K Sell
11,726
-115
-1% -$1.52K 0.01% 824
2022
Q1
$198K Sell
11,841
-734
-6% -$12.3K 0.01% 892
2021
Q4
$198K Sell
12,575
-1,626
-11% -$25.6K 0.01% 917
2021
Q3
$202K Buy
14,201
+1,889
+15% +$26.9K 0.01% 851
2021
Q2
$180K Sell
12,312
-506
-4% -$7.4K 0.01% 822
2021
Q1
$202K Sell
12,818
-325
-2% -$5.12K 0.01% 734
2020
Q4
$154K Buy
+13,143
New +$154K 0.01% 692