One Wealth 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 | $671K | Sell |
32,821
-1,477
| -4% | -$30.2K | 0.09% | 129 |
|
|
2025
Q1 | $534K | Sell |
34,298
-1,373
| -4% | -$21.4K | 0.08% | 144 |
|
|
2024
Q4 | $762K | Buy |
35,671
+8,732
| +32% | +$186K | 0.11% | 95 |
|
|
2024
Q3 | $555K | Buy |
26,939
+6,446
| +31% | +$133K | 0.09% | 119 |
|
|
2024
Q2 | $355K | Buy |
+20,493
| New | +$355K | 0.08% | 143 |
|
|
2023
Q4 | – | Sell |
-17,038
| Closed | -$296K | – | 224 |
|
|
2023
Q3 | $296K | Sell |
17,038
-12,590
| -42% | -$219K | 0.07% | 141 |
|
|
2023
Q2 | $498K | Sell |
29,628
-2,720
| -8% | -$45.7K | 0.1% | 103 |
|
|
2023
Q1 | $515K | Sell |
32,348
-464
| -1% | -$7.39K | 0.12% | 95 |
|
|
2022
Q4 | $524K | Buy |
32,812
+17,508
| +114% | +$279K | 0.12% | 91 |
|
|
2022
Q3 | $183K | Buy |
15,304
+1,892
| +14% | +$22.6K | 0.06% | 171 |
|
|
2022
Q2 | $178K | Buy |
+13,412
| New | +$178K | 0.05% | 185 |
|
|
2020
Q4 | – | Sell |
-14,211
| Closed | -$133K | – | 131 |
|
|
2020
Q3 | $133K | Sell |
14,211
-8,406
| -37% | -$78.7K | 0.09% | 88 |
|
|
2020
Q2 | $220K | Sell |
22,617
-2,850
| -11% | -$27.7K | 0.17% | 68 |
|
|
2020
Q1 | $247K | Sell |
25,467
-3,289
| -11% | -$31.9K | 0.24% | 61 |
|
|
2019
Q4 | $456K | Buy |
28,756
+6,382
| +29% | +$101K | 0.34% | 43 |
|
|
2019
Q3 | $339K | Buy |
22,374
+6,054
| +37% | +$91.7K | 0.3% | 52 |
|
|
2019
Q2 | $244K | Buy |
16,320
+16,062
| +6,226% | +$240K | 0.2% | 92 |
|
|
2019
Q1 | $4K | Buy |
+258
| New | +$4K | ﹤0.01% | 392 |
|
|
2018
Q4 | – | Sell |
-5
| Closed | – | – | 264 |
|
|
2018
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 595 |
|
|
2018
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 582 |
|
|
2018
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 547 |
|
|
2017
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 568 |
|