Phillips Wealth Planners’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	$351K	Sell	16,872 -4,777	-22%	-$99.5K	0.32%	110
2025 Q1	$306K	Sell	21,649 -617	-3%	-$8.72K	0.32%	106
2024 Q4	$492K	Buy	22,266 +6,722	+43%	+$148K	0.49%	67
2024 Q3	$325K	Buy	+15,544	New	+$325K	0.31%	119