Pinnacle Wealth Planning Services’s HP HPQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,575
Closed -$215K 414
2024
Q4
$215K Sell
6,575
-1,192
-15% -$38.9K 0.03% 345
2024
Q3
$279K Sell
7,767
-6
-0.1% -$215 0.04% 329
2024
Q2
$272K Sell
7,773
-4
-0.1% -$140 0.04% 310
2024
Q1
$235K Sell
7,777
-82
-1% -$2.48K 0.03% 373
2023
Q4
$236K Buy
7,859
+60
+0.8% +$1.81K 0.04% 340
2023
Q3
$200K Sell
7,799
-53
-0.7% -$1.36K 0.03% 371
2023
Q2
$241K Buy
7,852
+42
+0.5% +$1.29K 0.04% 316
2023
Q1
$229K Hold
7,810
0.04% 340
2022
Q4
$210K Sell
7,810
-1,692
-18% -$45.5K 0.04% 360
2022
Q3
$237K Sell
9,502
-6,718
-41% -$168K 0.04% 286
2022
Q2
$532K Sell
16,220
-2,674
-14% -$87.7K 0.1% 145
2022
Q1
$686K Buy
18,894
+65
+0.3% +$2.36K 0.13% 125
2021
Q4
$709K Buy
18,829
+1,635
+10% +$61.6K 0.14% 110
2021
Q3
$470K Sell
17,194
-139
-0.8% -$3.8K 0.1% 152
2021
Q2
$524K Sell
17,333
-219
-1% -$6.62K 0.12% 125
2021
Q1
$557K Buy
17,552
+733
+4% +$23.3K 0.14% 111
2020
Q4
$413K Buy
16,819
+966
+6% +$23.7K 0.1% 135
2020
Q3
$301K Buy
15,853
+449
+3% +$8.53K 0.1% 166
2020
Q2
$269K Sell
15,404
-721
-4% -$12.6K 0.09% 172
2020
Q1
$279K Buy
16,125
+2,043
+15% +$35.3K 0.13% 143
2019
Q4
$289K Buy
14,082
+1,416
+11% +$29.1K 0.14% 156
2019
Q3
$239K Sell
12,666
-1,245
-9% -$23.5K 0.13% 154
2019
Q2
$289K Buy
13,911
+835
+6% +$17.3K 0.17% 120
2019
Q1
$254K Sell
13,076
-209
-2% -$4.06K 0.17% 117
2018
Q4
$272K Sell
13,285
-689
-5% -$14.1K 0.17% 99
2018
Q3
$360K Buy
13,974
+656
+5% +$16.9K 0.33% 100
2018
Q2
$303K Buy
13,318
+612
+5% +$13.9K 0.29% 113
2018
Q1
$279K Buy
12,706
+7,425
+141% +$163K 0.29% 119
2017
Q4
$111K Buy
+5,281
New +$111K 0.23% 82