Montag & Associates’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $46.5K | Hold |
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|
2025
Q2 | $38.8K | Hold |
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|
2025
Q1 | $29.3K | Hold |
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|
2024
Q4 | $40.5K | Hold |
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|
2024
Q3 | $38.8K | Hold |
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|
2024
Q2 | $40.2K | Hold |
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|
2024
Q1 | $33.7K | Hold |
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|
2023
Q4 | $32.3K | Hold |
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|
2023
Q3 | $33K | Hold |
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|
2023
Q2 | $31.9K | Hold |
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|
2023
Q1 | $30.3K | Hold |
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|
2022
Q4 | $30.3K | Hold |
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|
2022
Q3 | $23K | Hold |
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|
2022
Q2 | $25K | Hold |
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|
2022
Q1 | $31K | Hold |
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|
2021
Q4 | $30K | Hold |
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|
2021
Q3 | $27K | Hold |
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|
2021
Q2 | $27K | Hold |
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|
2021
Q1 | $30K | Hold |
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|
2020
Q4 | $22K | Buy |
|