Pinnacle Wealth Planning Services’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $146K | Sell |
7,593
-905
| -11% | -$17.6K | 0.02% | 603 |
|
|
2025
Q4 | $189K | Sell |
8,498
-1,197
| -12% | -$30.5K | 0.02% | 485 |
|
|
2025
Q3 | $264K | Buy |
+9,695
| New | +$258K | 0.03% | 364 |
|
|
2025
Q1 | – | Sell |
-6,575
| Closed | -$215K | – | 414 |
|
|
2024
Q4 | $215K | Sell |
6,575
-1,192
| -15% | -$42.9K | 0.03% | 345 |
|
|
2024
Q3 | $279K | Sell |
7,767
-6
| -0.1% | -$211 | 0.04% | 329 |
|
|
2024
Q2 | $272K | Sell |
7,773
-4
| -0.1% | -$127 | 0.04% | 310 |
|
|
2024
Q1 | $235K | Sell |
7,777
-82
| -1% | -$2.41K | 0.03% | 373 |
|
|
2023
Q4 | $236K | Buy |
7,859
+60
| +0.8% | +$1.68K | 0.04% | 340 |
|
|
2023
Q3 | $200K | Sell |
7,799
-53
| -0.7% | -$1.63K | 0.03% | 371 |
|
|
2023
Q2 | $241K | Buy |
7,852
+42
| +0.5% | +$1.26K | 0.04% | 316 |
|
|
2023
Q1 | $229K | Hold |
7,810
| – | – | 0.04% | 340 |
|
|
2022
Q4 | $210K | Sell |
7,810
-1,692
| -18% | -$46.8K | 0.04% | 360 |
|
|
2022
Q3 | $237K | Sell |
9,502
-6,718
| -41% | -$206K | 0.04% | 288 |
|
|
2022
Q2 | $532K | Sell |
16,220
-2,674
| -14% | -$98.2K | 0.1% | 145 |
|
|
2022
Q1 | $686K | Buy |
18,894
+65
| +0.3% | +$2.4K | 0.13% | 126 |
|
|
2021
Q4 | $709K | Buy |
18,829
+1,635
| +10% | +$53.5K | 0.14% | 112 |
|
|
2021
Q3 | $470K | Sell |
17,194
-139
| -0.8% | -$3.99K | 0.1% | 153 |
|
|
2021
Q2 | $524K | Sell |
17,333
-219
| -1% | -$7K | 0.12% | 130 |
|
|
2021
Q1 | $557K | Buy |
17,552
+733
| +4% | +$20.2K | 0.14% | 113 |
|
|
2020
Q4 | $413K | Buy |
16,819
+966
| +6% | +$20.3K | 0.1% | 137 |
|
|
2020
Q3 | $301K | Buy |
15,853
+449
| +3% | +$8.19K | 0.1% | 167 |
|
|
2020
Q2 | $269K | Sell |
15,404
-721
| -4% | -$11.5K | 0.09% | 173 |
|
|
2020
Q1 | $279K | Buy |
16,125
+2,043
| +15% | +$41.3K | 0.13% | 144 |
|
|
2019
Q4 | $289K | Buy |
14,082
+1,416
| +11% | +$26.8K | 0.14% | 157 |
|
|
2019
Q3 | $239K | Sell |
12,666
-1,245
| -9% | -$24.5K | 0.13% | 154 |
|
|
2019
Q2 | $289K | Buy |
13,911
+835
| +6% | +$16.5K | 0.17% | 120 |
|
|
2019
Q1 | $254K | Sell |
13,076
-209
| -2% | -$4.43K | 0.17% | 117 |
|
|
2018
Q4 | $272K | Sell |
13,285
-689
| -5% | -$16.1K | 0.17% | 99 |
|
|
2018
Q3 | $360K | Buy |
13,974
+656
| +5% | +$15.8K | 0.33% | 100 |
|
|
2018
Q2 | $303K | Buy |
13,318
+612
| +5% | +$13.6K | 0.29% | 113 |
|
|
2018
Q1 | $279K | Buy |
12,706
+7,425
| +141% | +$168K | 0.29% | 119 |
|
|
2017
Q4 | $111K | Buy |
+5,281
| New | +$112K | 0.23% | 82 |
|
Other funds holding HPQ
VCM
VPM
Pinnacle Wealth Planning Services's HPQ Position: Q1 2026 in Review
Pinnacle Wealth Planning Services reduced its HP (HPQ) stake by 11% in Q1 2026, selling an estimated $17.6K and leaving 7,593 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #603.
Pinnacle Wealth Planning Services first reported a position in HPQ in Q4 2017 and has held it in 32 quarters since. The position peaked at $709K in Q4 2021. 1,028 funds tracked by Wall St. Rank hold HPQ as of Q1 2026.
- Pinnacle Wealth Planning Services held 7,593 shares of HP worth $146K as of Q1 2026.
- Pinnacle Wealth Planning Services sold 905 HP shares in Q1 2026, an estimated $17.6K.
- HP made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #603 holding.
- Pinnacle Wealth Planning Services first reported a position in HP in Q4 2017 and has held it in 32 quarters since.
- Pinnacle Wealth Planning Services's HP position peaked at $709K in Q4 2021.
- 1,028 funds tracked by Wall St. Rank held HP as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.