Kozak & Associates’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 | $18.1K | Buy |
868
+501
| +137% | +$10.4K | ﹤0.01% | 199 |
|
|
2025
Q1 | $5.24K | Buy |
367
+2
| +0.5% | +$29 | ﹤0.01% | 287 |
|
|
2024
Q4 | $7.96K | Buy |
365
+3
| +0.8% | +$65 | ﹤0.01% | 256 |
|
|
2024
Q3 | $7.55K | Sell |
362
-122
| -25% | -$2.55K | ﹤0.01% | 252 |
|
|
2024
Q2 | $10K | Hold |
484
| – | – | ﹤0.01% | 227 |
|
|
2024
Q1 | $8.65K | Buy |
484
+128
| +36% | +$2.29K | ﹤0.01% | 246 |
|
|
2023
Q4 | $5.45K | Buy |
356
+5
| +1% | +$77 | ﹤0.01% | 273 |
|
|
2023
Q3 | $5.9K | Buy |
351
+3
| +0.9% | +$50 | ﹤0.01% | 272 |
|
|
2023
Q2 | $5.82K | Buy |
348
+2
| +0.6% | +$33 | ﹤0.01% | 267 |
|
|
2023
Q1 | $5.5K | Buy |
346
+3
| +0.9% | +$48 | ﹤0.01% | 265 |
|
|
2022
Q4 | $5K | Hold |
343
| – | – | ﹤0.01% | 266 |
|
|
2022
Q3 | $4K | Buy |
343
+6
| +2% | +$70 | ﹤0.01% | 270 |
|
|
2022
Q2 | $4K | Buy |
337
+3
| +0.9% | +$36 | ﹤0.01% | 302 |
|
|
2022
Q1 | $5K | Hold |
334
| – | – | ﹤0.01% | 306 |
|
|
2021
Q4 | $5K | Buy |
334
+2
| +0.6% | +$30 | ﹤0.01% | 306 |
|
|
2021
Q3 | $5K | Buy |
+332
| New | +$5K | ﹤0.01% | 280 |
|