Lifeworks Advisors’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 | $3.43M | Buy |
167,889
+22,203
| +15% | +$454K | 0.51% | 60 |
|
|
2025
Q1 | $2.25M | Buy |
145,686
+6,136
| +4% | +$94.7K | 0.37% | 72 |
|
|
2024
Q4 | $2.98M | Buy |
139,550
+26,786
| +24% | +$572K | 0.54% | 58 |
|
|
2024
Q3 | $2.31M | Buy |
112,764
+10,409
| +10% | +$213K | 0.45% | 67 |
|
|
2024
Q2 | $2.17M | Sell |
102,355
-11,600
| -10% | -$246K | 0.6% | 52 |
|
|
2024
Q1 | $2.02M | Buy |
113,955
+18,035
| +19% | +$320K | 0.57% | 55 |
|
|
2023
Q4 | $1.63M | Buy |
95,920
+20,188
| +27% | +$343K | 0.56% | 57 |
|
|
2023
Q3 | $1.32M | Sell |
75,732
-993
| -1% | -$17.2K | 0.51% | 60 |
|
|
2023
Q2 | $1.29M | Buy |
76,725
+7,116
| +10% | +$120K | 0.55% | 61 |
|
|
2023
Q1 | $1.11M | Sell |
69,609
-13,719
| -16% | -$219K | 0.52% | 70 |
|
|
2022
Q4 | $1.33M | Buy |
83,328
+3,161
| +4% | +$50.5K | 0.75% | 46 |
|
|
2022
Q3 | $1.14M | Buy |
+80,167
| New | +$1.14M | 0.65% | 55 |
|