Moss Adams Wealth Advisors’s HP HPQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $205K | Sell |
8,266
-218
| -3% | -$5.39K | 0.02% | 246 |
|
2025
Q1 | $237K | Buy |
8,484
+284
| +3% | +$7.95K | 0.03% | 181 |
|
2024
Q4 | $270K | Buy |
8,200
+64
| +0.8% | +$2.11K | 0.03% | 159 |
|
2024
Q3 | $294K | Buy |
8,136
+140
| +2% | +$5.06K | 0.03% | 148 |
|
2024
Q2 | $282K | Buy |
7,996
+815
| +11% | +$28.8K | 0.04% | 124 |
|
2024
Q1 | $219K | Buy |
7,181
+346
| +5% | +$10.6K | 0.04% | 138 |
|
2023
Q4 | $206K | Buy |
+6,835
| New | +$206K | 0.04% | 116 |
|
2023
Q3 | – | Sell |
-6,500
| Closed | -$201K | – | 170 |
|
2023
Q2 | $201K | Sell |
6,500
-4,502
| -41% | -$139K | 0.07% | 92 |
|
2023
Q1 | $326K | Sell |
11,002
-111
| -1% | -$3.29K | 0.11% | 58 |
|
2022
Q4 | $301K | Buy |
+11,113
| New | +$301K | 0.15% | 71 |
|