Mather Group’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
-6,880
Closed -$106K 1087
2025
Q1
$106K Sell
6,880
-677
-9% -$10.4K ﹤0.01% 732
2024
Q4
$161K Buy
7,557
+440
+6% +$9.39K ﹤0.01% 630
2024
Q3
$146K Sell
7,117
-1,257
-15% -$25.7K ﹤0.01% 663
2024
Q2
$148K Buy
8,374
+1,653
+25% +$29.3K ﹤0.01% 694
2024
Q1
$114K Buy
+6,721
New +$114K ﹤0.01% 668