Mission Wealth 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 | $1.47M | Sell |
72,006
-701
| -1% | -$14.3K | 0.03% | 239 |
|
|
2025
Q1 | $1.12M | Buy |
72,707
+7,305
| +11% | +$113K | 0.03% | 262 |
|
|
2024
Q4 | $1.4M | Buy |
65,402
+1,615
| +3% | +$34.5K | 0.03% | 214 |
|
|
2024
Q3 | $1.31M | Buy |
63,787
+6,294
| +11% | +$129K | 0.03% | 229 |
|
|
2024
Q2 | $1.22M | Buy |
57,493
+18,070
| +46% | +$383K | 0.03% | 221 |
|
|
2024
Q1 | $699K | Sell |
39,423
-42
| -0.1% | -$745 | 0.02% | 346 |
|
|
2023
Q4 | $670K | Sell |
39,465
-304
| -0.8% | -$5.16K | 0.02% | 300 |
|
|
2023
Q3 | $691K | Buy |
39,769
+14,381
| +57% | +$250K | 0.03% | 273 |
|
|
2023
Q2 | $427K | Sell |
25,388
-7
| -0% | -$118 | 0.02% | 365 |
|
|
2023
Q1 | $405K | Buy |
25,395
+233
| +0.9% | +$3.71K | 0.02% | 366 |
|
|
2022
Q4 | $402K | Sell |
25,162
-1,112
| -4% | -$17.7K | 0.02% | 353 |
|
|
2022
Q3 | $315K | Sell |
26,274
-13,077
| -33% | -$157K | 0.02% | 368 |
|
|
2022
Q2 | $522K | Buy |
39,351
+7,395
| +23% | +$98.1K | 0.03% | 278 |
|
|
2022
Q1 | $534K | Buy |
31,956
+563
| +2% | +$9.41K | 0.02% | 286 |
|
|
2021
Q4 | $495K | Buy |
31,393
+236
| +0.8% | +$3.72K | 0.02% | 292 |
|
|
2021
Q3 | $444K | Buy |
31,157
+956
| +3% | +$13.6K | 0.02% | 298 |
|
|
2021
Q2 | $440K | Sell |
30,201
-29
| -0.1% | -$423 | 0.02% | 301 |
|
|
2021
Q1 | $476K | Sell |
30,230
-3,946
| -12% | -$62.1K | 0.03% | 265 |
|
|
2020
Q4 | $405K | Buy |
34,176
+13,709
| +67% | +$162K | 0.03% | 281 |
|
|
2020
Q3 | $192K | Sell |
20,467
-2,183
| -10% | -$20.5K | 0.01% | 346 |
|
|
2020
Q2 | $220K | Buy |
22,650
+313
| +1% | +$3.04K | 0.02% | 307 |
|
|
2020
Q1 | $217K | Buy |
22,337
+3
| +0% | +$29 | 0.02% | 272 |
|
|
2019
Q4 | $354K | Sell |
22,334
-1,498
| -6% | -$23.7K | 0.03% | 226 |
|
|
2019
Q3 | $362K | Sell |
23,832
-1,105
| -4% | -$16.8K | 0.04% | 201 |
|
|
2019
Q2 | $373K | Buy |
24,937
+8
| +0% | +$120 | 0.04% | 200 |
|
|
2019
Q1 | $385K | Sell |
24,929
-5,091
| -17% | -$78.6K | 0.04% | 196 |
|
|
2018
Q4 | $397K | Buy |
30,020
+988
| +3% | +$13.1K | 0.05% | 170 |
|
|
2018
Q3 | $474K | Buy |
+29,032
| New | +$474K | 0.06% | 160 |
|
|
2018
Q2 | – | Sell |
-12,744
| Closed | -$224K | – | 274 |
|
|
2018
Q1 | $224K | Buy |
12,744
+1,141
| +10% | +$20.1K | 0.04% | 202 |
|
|
2017
Q4 | $167K | Buy |
11,603
+1,151
| +11% | +$16.6K | 0.03% | 221 |
|
|
2017
Q3 | $154K | Buy |
+10,452
| New | +$154K | 0.03% | 198 |
|