Optimum Investment Advisors’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-400
| Closed | -$10.3K | – | 685 |
|
|
2023
Q3 | $10.3K | Hold |
400
| – | – | 0.01% | 541 |
|
|
2023
Q2 | $12.3K | Hold |
400
| – | – | 0.01% | 535 |
|
|
2023
Q1 | $11.7K | Sell |
400
-439
| -52% | -$12.6K | 0.01% | 546 |
|
|
2022
Q4 | $22.5K | Hold |
839
| – | – | 0.01% | 472 |
|
|
2022
Q3 | $21K | Sell |
839
-140
| -14% | -$4.3K | 0.01% | 491 |
|
|
2022
Q2 | $32K | Buy |
979
+140
| +17% | +$5.14K | 0.02% | 459 |
|
|
2022
Q1 | $30K | Hold |
839
| – | – | 0.01% | 518 |
|
|
2021
Q4 | $32K | Hold |
839
| – | – | 0.01% | 538 |
|
|
2021
Q3 | $23K | Sell |
839
-100
| -11% | -$2.87K | 0.01% | 578 |
|
|
2021
Q2 | $28K | Hold |
939
| – | – | 0.01% | 608 |
|
|
2021
Q1 | $30K | Sell |
939
-70
| -7% | -$1.93K | 0.01% | 600 |
|
|
2020
Q4 | $25K | Hold |
1,009
| – | – | 0.01% | 594 |
|
|
2020
Q3 | $19K | Sell |
1,009
-107
| -10% | -$1.95K | 0.01% | 616 |
|
|
2020
Q2 | $19K | Hold |
1,116
| – | – | 0.01% | 609 |
|
|
2020
Q1 | $19K | Sell |
1,116
-575
| -34% | -$11.6K | 0.01% | 582 |
|
|
2019
Q4 | $35K | Hold |
1,691
| – | – | 0.01% | 579 |
|
|
2019
Q3 | $32K | Hold |
1,691
| – | – | 0.01% | 596 |
|
|
2019
Q2 | $35K | Hold |
1,691
| – | – | 0.01% | 578 |
|
|
2019
Q1 | $33K | Hold |
1,691
| – | – | 0.01% | 602 |
|
|
2018
Q4 | $35K | Hold |
1,691
| – | – | 0.01% | 531 |
|
|
2018
Q3 | $44K | Hold |
1,691
| – | – | 0.01% | 552 |
|
|
2018
Q2 | $38K | Sell |
1,691
-1,189
| -41% | -$26.5K | 0.01% | 587 |
|
|
2018
Q1 | $63K | Buy |
+2,880
| New | +$65K | 0.02% | 493 |
|
|
2015
Q1 | $87K | Sell |
6,100
-431
| -7% | -$7.11K | 0.03% | 403 |
|
|
2014
Q4 | $119K | Sell |
6,531
-427
| -6% | -$7.16K | 0.04% | 337 |
|
|
2014
Q3 | $114K | Buy |
6,958
+3,677
| +112% | +$59.6K | 0.04% | 332 |
|
|
2014
Q2 | $50K | Hold |
3,281
| – | – | 0.02% | 481 |
|
|
2014
Q1 | $48K | Hold |
3,281
| – | – | 0.02% | 406 |
|
|
2013
Q4 | $42K | Sell |
3,281
-143
| -4% | -$1.64K | 0.02% | 413 |
|
|
2013
Q3 | $33K | Buy |
+3,424
| New | +$37.8K | 0.01% | 427 |
|
Other funds holding HPQ
