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 |
|