Marcum Wealth’s Hewlett Packard HPE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$169K Sell
10,979
-5,490
-33% -$84.7K 0.01% 369
2024
Q4
$352K Buy
16,469
+2,644
+19% +$56.4K 0.03% 254
2024
Q3
$283K Buy
+13,825
New +$283K 0.03% 300