PDS Planning’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
$289K Buy
14,156
+1,042
+8% +$21.3K 0.02% 366
2025
Q1
$202K Buy
13,114
+66
+0.5% +$1.02K 0.02% 438
2024
Q4
$279K Sell
13,048
-43
-0.3% -$918 0.02% 312
2024
Q3
$268K Sell
13,091
-32
-0.2% -$655 0.02% 331
2024
Q2
$278K Buy
13,123
+171
+1% +$3.62K 0.03% 277
2024
Q1
$230K Buy
12,952
+507
+4% +$8.99K 0.02% 328
2023
Q4
$211K Sell
12,445
-336
-3% -$5.71K 0.02% 321
2023
Q3
$222K Buy
12,781
+835
+7% +$14.5K 0.03% 279
2023
Q2
$201K Buy
+11,946
New +$201K 0.03% 306