Lake Street Private Wealth’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,547
| Closed | -$268K | – | 255 |
|
|
2024
Q4 | $268K | Buy |
12,547
+910
| +8% | +$19.4K | 0.04% | 204 |
|
|
2024
Q3 | $238K | Sell |
11,637
-600
| -5% | -$12.3K | 0.04% | 230 |
|
|
2024
Q2 | $259K | Sell |
12,237
-300
| -2% | -$6.35K | 0.03% | 278 |
|
|
2024
Q1 | $222K | Sell |
12,537
-1,962
| -14% | -$34.8K | 0.03% | 291 |
|
|
2023
Q4 | $246K | Sell |
14,499
-1,284
| -8% | -$21.8K | 0.04% | 269 |
|
|
2023
Q3 | $278K | Buy |
15,783
+3,735
| +31% | +$65.8K | 0.05% | 232 |
|
|
2023
Q2 | $202K | Sell |
12,048
-5,236
| -30% | -$88K | 0.04% | 271 |
|
|
2023
Q1 | $275K | Buy |
17,284
+6,235
| +56% | +$99.3K | 0.05% | 237 |
|
|
2022
Q4 | $176K | Sell |
11,049
-372
| -3% | -$5.94K | 0.04% | 266 |
|
|
2022
Q3 | $137K | Sell |
11,421
-2,802
| -20% | -$33.6K | 0.03% | 266 |
|
|
2022
Q2 | $189K | Buy |
14,223
+2,495
| +21% | +$33.2K | 0.04% | 278 |
|
|
2022
Q1 | $196K | Sell |
11,728
-940
| -7% | -$15.7K | 0.04% | 299 |
|
|
2021
Q4 | $200K | Sell |
12,668
-205
| -2% | -$3.24K | 0.04% | 316 |
|
|
2021
Q3 | $183K | Sell |
12,873
-1,312
| -9% | -$18.7K | 0.04% | 218 |
|
|
2021
Q2 | $209K | Buy |
14,185
+2,863
| +25% | +$42.2K | 0.05% | 204 |
|
|
2021
Q1 | $178K | Buy |
+11,322
| New | +$178K | 0.05% | 201 |
|