Loring Wolcott & Coolidge Fiduciary Advisors’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94K | Hold |
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|
2025
Q1 | $70.6K | Hold |
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|
2024
Q4 | $106K | Hold |
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|
2024
Q3 | $89.2K | Sell |
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|
2024
Q2 | $116K | Hold |
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|
2024
Q1 | $90.8K | Hold |
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|
2023
Q4 | $82.5K | Hold |
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|
2023
Q3 | $84.1K | Hold |
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|
2023
Q2 | $90.7K | Hold |
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|
2023
Q1 | $86K | Sell |
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|
2022
Q4 | $90K | Sell |
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|
2022
Q3 | $68K | Hold |
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|
2022
Q2 | $76K | Hold |
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|
2022
Q1 | $95K | Sell |
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|
2021
Q4 | $168K | Sell |
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|
2021
Q3 | $158K | Sell |
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|
2021
Q2 | $168K | Hold |
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|
2021
Q1 | $181K | Sell |
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|
2020
Q4 | $153K | Hold |
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|
2020
Q3 | $121K | Hold |
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|
2020
Q2 | $125K | Hold |
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|
2020
Q1 | $125K | Hold |
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|
2019
Q4 | $205K | Hold |
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|
2019
Q3 | $196K | Hold |
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|
2019
Q2 | $193K | Sell |
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|
2019
Q1 | $227K | Hold |
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|
2018
Q4 | $194K | Sell |
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|
2018
Q3 | $246K | Sell |
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|
2018
Q2 | $243K | Hold |
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|
2018
Q1 | $291K | Hold |
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|
2017
Q4 | $238K | Sell |
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|
2017
Q3 | $281K | Sell |
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|
2017
Q2 | $334K | Sell |
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|
2017
Q1 | $443K | Hold |
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|
2016
Q4 | $433K | Hold |
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|
2016
Q3 | $425K | Hold |
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|
2016
Q2 | $342K | Buy |
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|
2016
Q1 | $80K | Sell |
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|
2015
Q4 | $106K | Buy |
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