Lyell Wealth Management’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,130
| Closed | -$336K | – | 224 |
|
|
2025
Q1 | $336K | Sell |
12,130
-1,297
| -10% | -$35.9K | 0.03% | 166 |
|
|
2024
Q4 | $438K | Hold |
13,427
| – | – | 0.04% | 148 |
|
|
2024
Q3 | $482K | Hold |
13,427
| – | – | 0.04% | 146 |
|
|
2024
Q2 | $470K | Buy |
13,427
+649
| +5% | +$22.7K | 0.04% | 143 |
|
|
2024
Q1 | $386K | Sell |
12,778
-649
| -5% | -$19.6K | 0.04% | 151 |
|
|
2023
Q4 | $404K | Buy |
13,427
+1,297
| +11% | +$39K | 0.05% | 142 |
|
|
2023
Q3 | $312K | Hold |
12,130
| – | – | 0.04% | 148 |
|
|
2023
Q2 | $373K | Sell |
12,130
-9,421
| -44% | -$289K | 0.05% | 144 |
|
|
2023
Q1 | $633K | Sell |
21,551
-50
| -0.2% | -$1.47K | 0.09% | 131 |
|
|
2022
Q4 | $580K | Sell |
21,601
-105
| -0.5% | -$2.82K | 0.09% | 131 |
|
|
2022
Q3 | $541K | Buy |
21,706
+12,175
| +128% | +$303K | 0.09% | 128 |
|
|
2022
Q2 | $315K | Buy |
9,531
+30
| +0.3% | +$992 | 0.05% | 157 |
|
|
2022
Q1 | $347K | Buy |
+9,501
| New | +$347K | 0.04% | 159 |
|