Mount Yale Investment 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 | $26.8K | Buy |
+1,094
| New | +$26.8K | ﹤0.01% | 983 |
|
2019
Q4 | – | Sell |
-368,345
| Closed | -$7.19M | – | 328 |
|
2019
Q3 | $7.19M | Sell |
368,345
-3,210
| -0.9% | -$62.7K | 1.29% | 20 |
|
2019
Q2 | $7.09M | Buy |
371,555
+28,478
| +8% | +$544K | 1.31% | 17 |
|
2019
Q1 | $6.67M | Sell |
343,077
-3,803
| -1% | -$73.9K | 1.25% | 26 |
|
2018
Q4 | $7.93M | Buy |
346,880
+3,957
| +1% | +$90.5K | 1.61% | 9 |
|
2018
Q3 | $8.73M | Buy |
342,923
+4,202
| +1% | +$107K | 1.53% | 6 |
|
2018
Q2 | $7.69M | Buy |
338,721
+19,339
| +6% | +$439K | 1.45% | 7 |
|
2018
Q1 | $7M | Buy |
+319,382
| New | +$7M | 1.5% | 7 |
|