OneDigital 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 | $235K | Buy |
11,509
+858
| +8% | +$17.5K | ﹤0.01% | 1303 |
|
|
2025
Q1 | $164K | Buy |
+10,651
| New | +$164K | ﹤0.01% | 1342 |
|
|
2019
Q3 | – | Sell |
-1,100
| Closed | -$16K | – | 781 |
|
|
2019
Q2 | $16K | Sell |
1,100
-364
| -25% | -$5.3K | ﹤0.01% | 846 |
|
|
2019
Q1 | $23K | Hold |
1,464
| – | – | ﹤0.01% | 687 |
|
|
2018
Q4 | $19K | Sell |
1,464
-2,015
| -58% | -$26.2K | ﹤0.01% | 704 |
|
|
2018
Q3 | $57K | Sell |
3,479
-71
| -2% | -$1.16K | 0.01% | 383 |
|
|
2018
Q2 | $52K | Sell |
3,550
-161
| -4% | -$2.36K | 0.01% | 484 |
|
|
2018
Q1 | $65K | Hold |
3,711
| – | – | 0.01% | 450 |
|
|
2017
Q4 | $53K | Buy |
3,711
+2,611
| +237% | +$37.3K | 0.01% | 486 |
|
|
2017
Q3 | $16K | Sell |
1,100
-2,266
| -67% | -$33K | 0.01% | 710 |
|
|
2017
Q2 | $43K | Buy |
+3,366
| New | +$43K | 0.01% | 516 |
|