LWAM
Legacy Wealth Asset Management’s HP HPQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.39M | Buy |
56,853
+3,056
| +6% | +$74.8K | 0.35% | 70 |
|
2025
Q1 | $1.49M | Buy |
53,797
+891
| +2% | +$24.7K | 0.41% | 68 |
|
2024
Q4 | $1.73M | Sell |
52,906
-118
| -0.2% | -$3.85K | 0.47% | 51 |
|
2024
Q3 | $1.9M | Buy |
53,024
+1,314
| +3% | +$47.1K | 0.51% | 50 |
|
2024
Q2 | $1.81M | Buy |
51,710
+13,837
| +37% | +$485K | 0.51% | 53 |
|
2024
Q1 | $1.14M | Buy |
37,873
+741
| +2% | +$22.4K | 0.32% | 81 |
|
2023
Q4 | $1.12M | Buy |
37,132
+175
| +0.5% | +$5.27K | 0.37% | 81 |
|
2023
Q3 | $950K | Buy |
36,957
+41
| +0.1% | +$1.05K | 0.35% | 93 |
|
2023
Q2 | $1.13M | Buy |
36,916
+2,788
| +8% | +$85.6K | 0.4% | 69 |
|
2023
Q1 | $1M | Sell |
34,128
-32
| -0.1% | -$939 | 0.36% | 78 |
|
2022
Q4 | $918K | Buy |
34,160
+85
| +0.2% | +$2.28K | 0.35% | 87 |
|
2022
Q3 | $849K | Buy |
34,075
+975
| +3% | +$24.3K | 0.37% | 83 |
|
2022
Q2 | $1.09M | Sell |
33,100
-651
| -2% | -$21.3K | 0.44% | 63 |
|
2022
Q1 | $1.23M | Sell |
33,751
-1,669
| -5% | -$60.6K | 0.44% | 60 |
|
2021
Q4 | $1.33M | Sell |
35,420
-702
| -2% | -$26.4K | 0.45% | 48 |
|
2021
Q3 | $988K | Buy |
36,122
+188
| +0.5% | +$5.14K | 0.45% | 66 |
|
2021
Q2 | $1.09M | Sell |
35,934
-1,444
| -4% | -$43.6K | 0.48% | 53 |
|
2021
Q1 | $1.19M | Sell |
37,378
-229
| -0.6% | -$7.27K | 0.55% | 35 |
|
2020
Q4 | $925K | Buy |
+37,607
| New | +$925K | 0.47% | 49 |
|