Plante Moran Financial Advisors’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 | $5.05K | Hold |
247
| – | – | ﹤0.01% | 632 |
|
|
2025
Q1 | $3.81K | Hold |
247
| – | – | ﹤0.01% | 661 |
|
|
2024
Q4 | $5.27K | Hold |
247
| – | – | ﹤0.01% | 679 |
|
|
2024
Q3 | $5.05K | Sell |
247
-379
| -61% | -$7.76K | ﹤0.01% | 683 |
|
|
2024
Q2 | $13.3K | Buy |
+626
| New | +$13.3K | ﹤0.01% | 540 |
|
|
2023
Q4 | – | Sell |
-372
| Closed | -$6.46K | – | 867 |
|
|
2023
Q3 | $6.46K | Buy |
+372
| New | +$6.46K | ﹤0.01% | 576 |
|
|
2022
Q3 | – | Sell |
-1,050
| Closed | -$14K | – | 948 |
|
|
2022
Q2 | $14K | Hold |
1,050
| – | – | ﹤0.01% | 537 |
|
|
2022
Q1 | $18K | Sell |
1,050
-372
| -26% | -$6.38K | ﹤0.01% | 512 |
|
|
2021
Q4 | $22K | Buy |
1,422
+372
| +35% | +$5.76K | ﹤0.01% | 538 |
|
|
2021
Q3 | $15K | Hold |
1,050
| – | – | ﹤0.01% | 620 |
|
|
2021
Q2 | $15K | Sell |
1,050
-2,271
| -68% | -$32.4K | ﹤0.01% | 614 |
|
|
2021
Q1 | $52K | Buy |
3,321
+2,271
| +216% | +$35.6K | 0.01% | 356 |
|
|
2020
Q4 | $12K | Sell |
1,050
-534
| -34% | -$6.1K | ﹤0.01% | 602 |
|
|
2020
Q3 | $15K | Hold |
1,584
| – | – | 0.01% | 543 |
|
|
2020
Q2 | $15K | Hold |
1,584
| – | – | 0.01% | 474 |
|
|
2020
Q1 | $15K | Hold |
1,584
| – | – | 0.01% | 436 |
|
|
2019
Q4 | $25K | Hold |
1,584
| – | – | 0.01% | 424 |
|
|
2019
Q3 | $24K | Hold |
1,584
| – | – | 0.01% | 459 |
|
|
2019
Q2 | $24K | Hold |
1,584
| – | – | 0.01% | 452 |
|
|
2019
Q1 | $24K | Hold |
1,584
| – | – | 0.01% | 449 |
|
|
2018
Q4 | $21K | Hold |
1,584
| – | – | 0.01% | 425 |
|
|
2018
Q3 | $26K | Buy |
1,584
+534
| +51% | +$8.77K | 0.01% | 403 |
|
|
2018
Q2 | $15K | Sell |
1,050
-463
| -31% | -$6.61K | 0.01% | 502 |
|
|
2018
Q1 | $27K | Hold |
1,513
| – | – | 0.01% | 450 |
|
|
2017
Q4 | $22K | Hold |
1,513
| – | – | 0.01% | 485 |
|
|
2017
Q3 | $22K | Sell |
1,513
-437
| -22% | -$6.35K | 0.01% | 448 |
|
|
2017
Q2 | $25K | Sell |
1,950
-653
| -25% | -$8.37K | 0.02% | 440 |
|
|
2017
Q1 | $36K | Hold |
2,603
| – | – | 0.02% | 368 |
|
|
2016
Q4 | $35K | Buy |
2,603
+1,806
| +227% | +$24.3K | 0.02% | 389 |
|
|
2016
Q3 | $11K | Hold |
797
| – | – | 0.01% | 582 |
|
|
2016
Q2 | $8K | Hold |
797
| – | – | 0.01% | 554 |
|
|
2016
Q1 | $8K | Sell |
797
-464
| -37% | -$4.66K | 0.01% | 511 |
|
|
2015
Q4 | $11K | Buy |
+1,261
| New | +$11K | 0.01% | 556 |
|