Phoenix Financial’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
Sell
-11,600
Closed -$180K 429
2025
Q1
$180K Sell
11,600
-14,173
-55% -$220K ﹤0.01% 353
2024
Q4
$550K Sell
25,773
-2,679
-9% -$57.2K 0.01% 255
2024
Q3
$583K Sell
28,452
-111,460
-80% -$2.29M 0.01% 239
2024
Q2
$2.94M Buy
139,912
+124,912
+833% +$2.63M 0.04% 167
2024
Q1
$265K Buy
+15,000
New +$265K ﹤0.01% 345