PDS Planning’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,587
| Closed | -$210K | – | 525 |
|
|
2025
Q1 | $210K | Buy |
7,587
+1,171
| +18% | +$32.4K | 0.02% | 422 |
|
|
2024
Q4 | $209K | Buy |
6,416
+444
| +7% | +$14.5K | 0.02% | 392 |
|
|
2024
Q3 | $214K | Sell |
5,972
-137
| -2% | -$4.91K | 0.02% | 391 |
|
|
2024
Q2 | $214K | Buy |
+6,109
| New | +$214K | 0.02% | 345 |
|
|
2023
Q4 | – | Sell |
-8,879
| Closed | -$228K | – | 372 |
|
|
2023
Q3 | $228K | Buy |
8,879
+404
| +5% | +$10.4K | 0.03% | 271 |
|
|
2023
Q2 | $260K | Buy |
+8,475
| New | +$260K | 0.03% | 243 |
|