Mark Sheptoff Financial Planning’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 |
-25
| Closed | -$386 | – | 520 |
|
|
2025
Q1 | $386 | Hold |
25
| – | – | ﹤0.01% | 429 |
|
|
2024
Q4 | $534 | Hold |
25
| – | – | ﹤0.01% | 415 |
|
|
2024
Q3 | $512 | Hold |
25
| – | – | ﹤0.01% | 415 |
|
|
2024
Q2 | $529 | Hold |
25
| – | – | ﹤0.01% | 414 |
|
|
2024
Q1 | $443 | Hold |
25
| – | – | ﹤0.01% | 386 |
|
|
2023
Q4 | $425 | Hold |
25
| – | – | ﹤0.01% | 380 |
|
|
2023
Q3 | $434 | Hold |
25
| – | – | ﹤0.01% | 367 |
|
|
2023
Q2 | $420 | Hold |
25
| – | – | ﹤0.01% | 378 |
|
|
2023
Q1 | $398 | Hold |
25
| – | – | ﹤0.01% | 374 |
|
|
2022
Q4 | $399 | Hold |
25
| – | – | ﹤0.01% | 381 |
|
|
2022
Q3 | $0 | Hold |
25
| – | – | ﹤0.01% | 380 |
|
|
2022
Q2 | $0 | Hold |
25
| – | – | ﹤0.01% | 403 |
|
|
2022
Q1 | $0 | Hold |
25
| – | – | ﹤0.01% | 454 |
|
|
2021
Q4 | $0 | Buy |
+25
| New | – | ﹤0.01% | 465 |
|
|
2020
Q1 | – | Sell |
-500
| Closed | -$8K | – | 361 |
|
|
2019
Q4 | $8K | Hold |
500
| – | – | 0.01% | 295 |
|
|
2019
Q3 | $8K | Sell |
500
-100
| -17% | -$1.6K | 0.01% | 284 |
|
|
2019
Q2 | $9K | Buy |
600
+100
| +20% | +$1.5K | 0.01% | 270 |
|
|
2019
Q1 | $8K | Hold |
500
| – | – | 0.01% | 278 |
|
|
2018
Q4 | $7K | Hold |
500
| – | – | 0.01% | 263 |
|
|
2018
Q3 | $8K | Hold |
500
| – | – | 0.01% | 304 |
|
|
2018
Q2 | $7K | Hold |
500
| – | – | 0.01% | 302 |
|
|
2018
Q1 | $9K | Hold |
500
| – | – | 0.01% | 299 |
|
|
2017
Q4 | $7K | Hold |
500
| – | – | ﹤0.01% | 305 |
|
|
2017
Q3 | $7K | Sell |
500
-789
| -61% | -$11K | ﹤0.01% | 307 |
|
|
2017
Q2 | $17K | Sell |
1,289
-2,326
| -64% | -$30.7K | 0.01% | 241 |
|
|
2017
Q1 | $50K | Buy |
3,615
+518
| +17% | +$7.17K | 0.04% | 185 |
|
|
2016
Q4 | $42K | Buy |
+3,097
| New | +$42K | 0.03% | 187 |
|