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 |
|