Milestone Asset Management’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	-25,743	Closed	-$397K	–	219
2025 Q1	$397K	Sell	25,743 -66,626	-72%	-$1.03M	0.08%	162
2024 Q4	$1.97M	Buy	92,369 +24,197	+35%	+$517K	0.43%	60
2024 Q3	$1.39M	Buy	+68,172	New	+$1.39M	0.31%	69