Perigon Wealth Management’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 | $753K | Sell |
36,821
-4,081
| -10% | -$83.5K | 0.02% | 563 |
|
|
2025
Q1 | $631K | Buy |
40,902
+109
| +0.3% | +$1.68K | 0.02% | 572 |
|
|
2024
Q4 | $955K | Buy |
40,793
+1,671
| +4% | +$39.1K | 0.02% | 457 |
|
|
2024
Q3 | $800K | Buy |
39,122
+25,758
| +193% | +$527K | 0.02% | 485 |
|
|
2024
Q2 | $283K | Buy |
+13,364
| New | +$283K | 0.01% | 711 |
|
|
2021
Q1 | – | Sell |
-2,219
| Closed | -$26K | – | 721 |
|
|
2020
Q4 | $26K | Buy |
+2,219
| New | +$26K | ﹤0.01% | 941 |
|
|
2017
Q2 | – | Sell |
-625
| Closed | -$9K | – | 603 |
|
|
2017
Q1 | $9K | Buy |
625
+221
| +55% | +$3.18K | ﹤0.01% | 535 |
|
|
2016
Q4 | $5K | Buy |
+404
| New | +$5K | ﹤0.01% | 641 |
|
|
2016
Q2 | – | Sell |
-430
| Closed | -$4K | – | 451 |
|
|
2016
Q1 | $4K | Buy |
+430
| New | +$4K | ﹤0.01% | 248 |
|