Mark Sheptoff Financial Planning’s HP HPQ Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio HPQ Stock Details HPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-25	Closed	-$643	–	399
2023 Q3	$643	Hold	25	–	–	﹤0.01%	363
2023 Q2	$768	Hold	25	–	–	﹤0.01%	371
2023 Q1	$734	Hold	25	–	–	﹤0.01%	368
2022 Q4	$672	Hold	25	–	–	﹤0.01%	375
2022 Q3	$1K	Sell	25 -2,600	-99%	-$79.9K	﹤0.01%	347
2022 Q2	$86K	Buy	2,625 +2,600	+10,400%	+$95.4K	0.05%	127
2022 Q1	$1K	Hold	25	–	–	﹤0.01%	409
2021 Q4	$1K	Buy	+25	New	+$818	﹤0.01%	438
2019 Q3	–	Sell	-100	Closed	-$2K	–	370
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	322
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	325
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	305
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	333
2018 Q2	$2K	Hold	100	–	–	﹤0.01%	344
2018 Q1	$2K	Hold	100	–	–	﹤0.01%	356
2017 Q4	$2K	Hold	100	–	–	﹤0.01%	350
2017 Q3	$2K	Hold	100	–	–	﹤0.01%	349
2017 Q2	$2K	Sell	100 -1	-1%	-$18	﹤0.01%	337
2017 Q1	$2K	Buy	101 +1	+1%	+$16	﹤0.01%	337
2016 Q4	$1K	Hold	100	–	–	﹤0.01%	340
2016 Q3	$2K	Hold	100	–	–	﹤0.01%	326
2016 Q2	$1K	Hold	100	–	–	﹤0.01%	331
2016 Q1	$1K	Hold	100	–	–	﹤0.01%	331
2015 Q4	$1K	Buy	+100	New	+$1.28K	﹤0.01%	357
2015 Q3	–	Sell	-220	Closed	-$3K	–	420
2015 Q2	$3K	Hold	220	–	–	﹤0.01%	315
2015 Q1	$3K	Hold	220	–	–	﹤0.01%	302
2014 Q4	$4K	Sell	220 -1,392	-86%	-$23.3K	﹤0.01%	296
2014 Q3	$26K	Buy	1,612 +220	+16%	+$3.57K	0.02%	206
2014 Q2	$21K	Hold	1,392	–	–	0.02%	225
2014 Q1	$20K	Buy	+1,392	New	+$18.7K	0.02%	234

Other funds holding HPQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mark Sheptoff Financial Planning's HPQ Position: Q4 2023 in Review

Mark Sheptoff Financial Planning sold out of HP (HPQ) in Q4 2023, closing a stake of 25 shares — an estimated $643 sold.

Mark Sheptoff Financial Planning first reported a position in HPQ in Q1 2014 and held it in 29 quarters. The position peaked at $86K in Q2 2022. 1,103 funds tracked by Wall St. Rank hold HPQ as of Q4 2023.

Mark Sheptoff Financial Planning reported no remaining HP position as of Q4 2023 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 25 HP shares in Q4 2023, an estimated $643.
Mark Sheptoff Financial Planning first reported a position in HP in Q1 2014 and held it in 29 quarters.
Mark Sheptoff Financial Planning's HP position peaked at $86K in Q2 2022.
1,103 funds tracked by Wall St. Rank held HP as of Q4 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2023, filed 9 Feb 2024.