Montgomery Investment Management’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 | $596K | Hold |
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|
2025
Q2 | $496K | Hold |
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|
2025
Q1 | $374K | Hold |
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|
2024
Q4 | $518K | Hold |
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|
2024
Q3 | $496K | Hold |
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|
2024
Q2 | $513K | Hold |
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|
2024
Q1 | $430K | Sell |
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|
2023
Q4 | $424K | Buy |
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|
2023
Q3 | $421K | Hold |
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|
2023
Q2 | $407K | Hold |
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|
2023
Q1 | $386K | Hold |
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|
2022
Q4 | $387K | Sell |
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|
2022
Q3 | $337K | Hold |
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|
2022
Q2 | $373K | Hold |
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|
2022
Q1 | $470K | Sell |
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|
2021
Q4 | $491K | Sell |
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|
2021
Q3 | $558K | Sell |
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|
2021
Q2 | $622K | Hold |
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|
2021
Q1 | $671K | Sell |
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|
2020
Q4 | $571K | Hold |
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|
2020
Q3 | $452K | Sell |
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|
2020
Q2 | $817K | Sell |
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|
2020
Q1 | $1.49M | Sell |
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|
2019
Q4 | $2.55M | Sell |
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|
2019
Q3 | $2.45M | Sell |
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|
2019
Q2 | $2.42M | Sell |
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|
2019
Q1 | $2.59M | Sell |
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|
2018
Q4 | $2.22M | Sell |
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|
2018
Q3 | $2.76M | Sell |
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|
2018
Q2 | $2.48M | Hold |
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|
2018
Q1 | $2.97M | Hold |
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|
2017
Q4 | $2.43M | Sell |
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|
2017
Q3 | $2.51M | Sell |
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|
2017
Q2 | $2.83M | Sell |
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|
2017
Q1 | $4.04M | Hold |
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|
2016
Q4 | $3.94M | Buy |
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|
2016
Q3 | $3.45M | Sell |
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|
2016
Q2 | $3.12M | Sell |
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|
2016
Q1 | $3.08M | Sell |
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|
2015
Q4 | $2.68M | Buy |
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