Montag & Associates’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 | $38.8K | Hold |
1,885
| – | – | ﹤0.01% | 612 |
|
|
2025
Q1 | $29.3K | Hold |
1,885
| – | – | ﹤0.01% | 679 |
|
|
2024
Q4 | $40.5K | Hold |
1,885
| – | – | ﹤0.01% | 640 |
|
|
2024
Q3 | $38.8K | Hold |
1,885
| – | – | ﹤0.01% | 646 |
|
|
2024
Q2 | $40.2K | Hold |
1,885
| – | – | ﹤0.01% | 628 |
|
|
2024
Q1 | $33.7K | Hold |
1,885
| – | – | ﹤0.01% | 638 |
|
|
2023
Q4 | $32.3K | Hold |
1,885
| – | – | ﹤0.01% | 636 |
|
|
2023
Q3 | $33K | Hold |
1,885
| – | – | ﹤0.01% | 605 |
|
|
2023
Q2 | $31.9K | Hold |
1,885
| – | – | ﹤0.01% | 618 |
|
|
2023
Q1 | $30.3K | Hold |
1,885
| – | – | ﹤0.01% | 619 |
|
|
2022
Q4 | $30.3K | Hold |
1,885
| – | – | ﹤0.01% | 613 |
|
|
2022
Q3 | $23K | Hold |
1,885
| – | – | ﹤0.01% | 647 |
|
|
2022
Q2 | $25K | Hold |
1,885
| – | – | ﹤0.01% | 624 |
|
|
2022
Q1 | $31K | Hold |
1,885
| – | – | ﹤0.01% | 627 |
|
|
2021
Q4 | $30K | Hold |
1,885
| – | – | ﹤0.01% | 638 |
|
|
2021
Q3 | $27K | Hold |
1,885
| – | – | ﹤0.01% | 640 |
|
|
2021
Q2 | $27K | Hold |
1,885
| – | – | ﹤0.01% | 629 |
|
|
2021
Q1 | $30K | Hold |
1,885
| – | – | ﹤0.01% | 620 |
|
|
2020
Q4 | $22K | Buy |
+1,885
| New | +$22K | ﹤0.01% | 631 |
|