Lyell Wealth Management’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 | – | Sell |
-12,301
| Closed | -$190K | – | 223 |
|
|
2025
Q1 | $190K | Sell |
12,301
-1,298
| -10% | -$20K | 0.02% | 200 |
|
|
2024
Q4 | $290K | Sell |
13,599
-300
| -2% | -$6.41K | 0.03% | 171 |
|
|
2024
Q3 | $284K | Hold |
13,899
| – | – | 0.03% | 179 |
|
|
2024
Q2 | $294K | Buy |
13,899
+1,120
| +9% | +$23.7K | 0.03% | 173 |
|
|
2024
Q1 | $227K | Sell |
12,779
-649
| -5% | -$11.5K | 0.02% | 187 |
|
|
2023
Q4 | $228K | Buy |
13,428
+1,298
| +11% | +$22K | 0.03% | 179 |
|
|
2023
Q3 | $211K | Hold |
12,130
| – | – | 0.03% | 173 |
|
|
2023
Q2 | $204K | Sell |
12,130
-10,521
| -46% | -$177K | 0.03% | 177 |
|
|
2023
Q1 | $361K | Sell |
22,651
-250
| -1% | -$3.98K | 0.05% | 156 |
|
|
2022
Q4 | $366K | Hold |
22,901
| – | – | 0.06% | 152 |
|
|
2022
Q3 | $274K | Buy |
22,901
+11,995
| +110% | +$144K | 0.05% | 160 |
|
|
2022
Q2 | $146K | Buy |
10,906
+145
| +1% | +$1.94K | 0.02% | 188 |
|
|
2022
Q1 | $181K | Buy |
+10,761
| New | +$181K | 0.02% | 193 |
|