Mount Yale Investment Advisors’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 | $9.67K | Buy |
+473
| New | +$9.67K | ﹤0.01% | 1140 |
|
|
2025
Q1 | – | Sell |
-17,186
| Closed | -$367K | – | 545 |
|
|
2024
Q4 | $367K | Buy |
17,186
+2,512
| +17% | +$53.6K | 0.03% | 398 |
|
|
2024
Q3 | $300K | Buy |
14,674
+2,029
| +16% | +$41.5K | 0.03% | 434 |
|
|
2024
Q2 | $268K | Buy |
+12,645
| New | +$268K | 0.02% | 461 |
|
|
2019
Q1 | – | Sell |
-11,286
| Closed | -$179K | – | 307 |
|
|
2018
Q4 | $179K | Buy |
11,286
+8,859
| +365% | +$141K | 0.04% | 298 |
|
|
2018
Q3 | $39K | Hold |
2,427
| – | – | 0.01% | 653 |
|
|
2018
Q2 | $35K | Sell |
2,427
-1,100
| -31% | -$15.9K | 0.01% | 696 |
|
|
2018
Q1 | $62K | Buy |
+3,527
| New | +$62K | 0.01% | 575 |
|