Legacy Capital Group California’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
$816K Sell
39,919
-916
-2% -$18.7K 0.23% 115
2025
Q1
$630K Buy
40,835
+6,011
+17% +$92.8K 0.22% 125
2024
Q4
$743K Sell
34,824
-333
-0.9% -$7.11K 0.23% 121
2024
Q3
$719K Sell
35,157
-2,480
-7% -$50.7K 0.24% 122
2024
Q2
$797K Buy
37,637
+365
+1% +$7.73K 0.29% 99
2024
Q1
$661K Sell
37,272
-6,767
-15% -$120K 0.24% 137
2023
Q4
$748K Buy
44,039
+99
+0.2% +$1.68K 0.29% 108
2023
Q3
$763K Buy
43,940
+324
+0.7% +$5.63K 0.33% 88
2023
Q2
$733K Buy
43,616
+6,378
+17% +$107K 0.3% 95
2023
Q1
$593K Buy
+37,238
New +$593K 0.29% 106