Key Financial Inc’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 | $84.2K | Hold |
4,116
| – | – | 0.02% | 405 |
|
|
2025
Q1 | $63.5K | Hold |
4,116
| – | – | 0.01% | 435 |
|
|
2024
Q4 | $87.9K | Buy |
4,116
+619
| +18% | +$13.2K | 0.02% | 383 |
|
|
2024
Q3 | $71.5K | Buy |
3,497
+34
| +1% | +$696 | 0.02% | 416 |
|
|
2024
Q2 | $73.3K | Hold |
3,463
| – | – | 0.02% | 388 |
|
|
2024
Q1 | $61.4K | Hold |
3,463
| – | – | 0.02% | 402 |
|
|
2023
Q4 | $58.8K | Buy |
3,463
+253
| +8% | +$4.3K | 0.02% | 398 |
|
|
2023
Q3 | $55.8K | Hold |
3,210
| – | – | 0.02% | 387 |
|
|
2023
Q2 | $53.9K | Hold |
3,210
| – | – | 0.02% | 395 |
|
|
2023
Q1 | $51.1K | Hold |
3,210
| – | – | 0.02% | 388 |
|
|
2022
Q4 | $38.5K | Hold |
3,210
| – | – | 0.02% | 397 |
|
|
2022
Q3 | $38K | Buy |
3,210
+66
| +2% | +$781 | 0.02% | 403 |
|
|
2022
Q2 | $41K | Buy |
3,144
+26
| +0.8% | +$339 | 0.02% | 394 |
|
|
2022
Q1 | $52K | Hold |
3,118
| – | – | 0.03% | 356 |
|
|
2021
Q4 | $49K | Hold |
3,118
| – | – | 0.02% | 354 |
|
|
2021
Q3 | $44K | Hold |
3,118
| – | – | 0.02% | 354 |
|
|
2021
Q2 | $45K | Hold |
3,118
| – | – | 0.03% | 364 |
|
|
2021
Q1 | $49K | Buy |
3,118
+31
| +1% | +$487 | 0.03% | 277 |
|
|
2020
Q4 | $37K | Buy |
+3,087
| New | +$37K | 0.03% | 291 |
|
|
2020
Q2 | – | Sell |
-3,087
| Closed | -$31K | – | 321 |
|
|
2020
Q1 | $31K | Buy |
+3,087
| New | +$31K | 0.03% | 274 |
|