Mosaic Family Wealth Partners’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 | $1.02M | Sell |
50,000
-246
| -0.5% | -$5.03K | 0.13% | 80 |
|
|
2025
Q1 | $775K | Buy |
50,246
+246
| +0.5% | +$3.8K | 0.11% | 94 |
|
|
2024
Q4 | $1.07M | Hold |
50,000
| – | – | 0.15% | 71 |
|
|
2024
Q3 | $1.02M | Hold |
50,000
| – | – | 0.15% | 77 |
|
|
2024
Q2 | $1.06M | Hold |
50,000
| – | – | 0.17% | 67 |
|
|
2024
Q1 | $887K | Hold |
50,000
| – | – | 0.15% | 81 |
|
|
2023
Q4 | $849K | Hold |
50,000
| – | – | 0.15% | 81 |
|
|
2023
Q3 | $869K | Hold |
50,000
| – | – | 0.17% | 73 |
|
|
2023
Q2 | $840K | Sell |
50,000
-5
| -0% | -$84 | 0.17% | 78 |
|
|
2023
Q1 | $797K | Buy |
50,005
+5
| +0% | +$80 | 0.17% | 77 |
|
|
2022
Q4 | $798K | Buy |
+50,000
| New | +$798K | 0.23% | 68 |
|