Pinnacle Wealth Planning Services’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,045
| Closed | -$267K | – | 467 |
|
|
2024
Q3 | $267K | Buy |
13,045
+8
| +0.1% | +$164 | 0.04% | 342 |
|
|
2024
Q2 | $276K | Hold |
13,037
| – | – | 0.04% | 308 |
|
|
2024
Q1 | $231K | Sell |
13,037
-46
| -0.4% | -$816 | 0.03% | 377 |
|
|
2023
Q4 | $222K | Sell |
13,083
-5
| -0% | -$85 | 0.03% | 364 |
|
|
2023
Q3 | $227K | Hold |
13,088
| – | – | 0.04% | 328 |
|
|
2023
Q2 | $220K | Sell |
13,088
-9
| -0.1% | -$151 | 0.04% | 351 |
|
|
2023
Q1 | $209K | Hold |
13,097
| – | – | 0.03% | 383 |
|
|
2022
Q4 | $209K | Buy |
+13,097
| New | +$209K | 0.04% | 362 |
|
|
2022
Q2 | – | Sell |
-13,061
| Closed | -$218K | – | 443 |
|
|
2022
Q1 | $218K | Buy |
+13,061
| New | +$218K | 0.04% | 352 |
|
|
2021
Q1 | – | Sell |
-7,002
| Closed | -$83K | – | 1050 |
|
|
2020
Q4 | $83K | Buy |
+7,002
| New | +$83K | 0.02% | 554 |
|