KFG Wealth Management’s HP HPQ Stock Holding History

KFG Wealth Management’s Portfolio HPQ Stock Details HPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6,132	Closed	-$200K	–	196
2024 Q4	$200K	Sell	6,132 -41	-0.7%	-$1.47K	0.04%	180
2024 Q3	$221K	Buy	6,173 +41	+0.7%	+$1.45K	0.05%	173
2024 Q2	$215K	Buy	+6,132	New	+$195K	0.09%	152

Other funds holding HPQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

KFG Wealth Management's HPQ Position: Q1 2025 in Review

KFG Wealth Management sold out of HP (HPQ) in Q1 2025, closing a stake of 6,132 shares — an estimated $200K sold.

KFG Wealth Management first reported a position in HPQ in Q2 2024 and held it in 3 quarters. The position peaked at $221K in Q3 2024. 1,157 funds tracked by Wall St. Rank hold HPQ as of Q1 2025.

KFG Wealth Management reported no remaining HP position as of Q1 2025 after selling out during the quarter.
KFG Wealth Management sold 6,132 HP shares in Q1 2025, an estimated $200K.
KFG Wealth Management first reported a position in HP in Q2 2024 and held it in 3 quarters.
KFG Wealth Management's HP position peaked at $221K in Q3 2024.
1,157 funds tracked by Wall St. Rank held HP as of Q1 2025.

Based on KFG Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.