Patten & Patten’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 | $298K | Buy |
14,548
+4,525
| +45% | +$92.5K | 0.02% | 269 |
|
|
2025
Q1 | $155K | Hold |
10,023
| – | – | 0.01% | 315 |
|
|
2024
Q4 | $214K | Hold |
10,023
| – | – | 0.01% | 302 |
|
|
2024
Q3 | $205K | Sell |
10,023
-500
| -5% | -$10.2K | 0.01% | 307 |
|
|
2024
Q2 | $223K | Sell |
10,523
-10,000
| -49% | -$212K | 0.02% | 287 |
|
|
2024
Q1 | $364K | Buy |
20,523
+4,350
| +27% | +$77.1K | 0.03% | 241 |
|
|
2023
Q4 | $275K | Buy |
16,173
+2,500
| +18% | +$42.5K | 0.02% | 243 |
|
|
2023
Q3 | $238K | Buy |
+13,673
| New | +$238K | 0.02% | 251 |
|