MWM
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Modern Wealth Management’s Hewlett Packard HPE Stock Holding History

Modern Wealth Management’s Portfolio HPE Stock Details HPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$862K Sell
42,127
-16,775
-28% -$343K 0.02% 383
2025
Q1 		$909K Buy
58,902
+27,327
+87% +$422K 0.03% 316
2024
Q4 		$674K Buy
+31,575
New +$674K 0.03% 316