Plante Moran Financial Advisors’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 | – | Sell |
-178
| Closed | -$3.97K | – | 797 |
|
|
2025
Q4 | $3.97K | Sell |
178
-300
| -63% | -$7.65K | ﹤0.01% | 658 |
|
|
2025
Q3 | $13K | Hold |
478
| – | – | ﹤0.01% | 523 |
|
|
2025
Q2 | $11.7K | Hold |
478
| – | – | ﹤0.01% | 541 |
|
|
2025
Q1 | $13.2K | Sell |
478
-80
| -14% | -$2.53K | ﹤0.01% | 530 |
|
|
2024
Q4 | $18.2K | Hold |
558
| – | – | ﹤0.01% | 500 |
|
|
2024
Q3 | $20K | Buy |
558
+11
| +2% | +$388 | ﹤0.01% | 526 |
|
|
2024
Q2 | $19.2K | Buy |
547
+247
| +82% | +$7.84K | ﹤0.01% | 491 |
|
|
2024
Q1 | $9.07K | Hold |
300
| – | – | ﹤0.01% | 619 |
|
|
2023
Q4 | $9.03K | Hold |
300
| – | – | ﹤0.01% | 563 |
|
|
2023
Q3 | $7.71K | Hold |
300
| – | – | ﹤0.01% | 555 |
|
|
2023
Q2 | $9.21K | Hold |
300
| – | – | ﹤0.01% | 560 |
|
|
2023
Q1 | $8.8K | Hold |
300
| – | – | ﹤0.01% | 579 |
|
|
2022
Q4 | $8.06K | Hold |
300
| – | – | ﹤0.01% | 607 |
|
|
2022
Q3 | $7K | Sell |
300
-320
| -52% | -$9.83K | ﹤0.01% | 643 |
|
|
2022
Q2 | $20K | Buy |
620
+297
| +92% | +$10.9K | ﹤0.01% | 466 |
|
|
2022
Q1 | $12K | Sell |
323
-257
| -44% | -$9.49K | ﹤0.01% | 577 |
|
|
2021
Q4 | $22K | Buy |
580
+280
| +93% | +$9.16K | ﹤0.01% | 539 |
|
|
2021
Q3 | $8K | Hold |
300
| – | – | ﹤0.01% | 725 |
|
|
2021
Q2 | $9K | Hold |
300
| – | – | ﹤0.01% | 692 |
|
|
2021
Q1 | $10K | Buy |
+300
| New | +$8.28K | ﹤0.01% | 643 |
|
|
2020
Q4 | – | Sell |
-534
| Closed | -$11.2K | – | 925 |
|
|
2020
Q3 | $10K | Hold |
534
| – | – | ﹤0.01% | 607 |
|
|
2020
Q2 | $9K | Hold |
534
| – | – | ﹤0.01% | 533 |
|
|
2020
Q1 | $9K | Hold |
534
| – | – | ﹤0.01% | 510 |
|
|
2019
Q4 | $11K | Hold |
534
| – | – | ﹤0.01% | 533 |
|
|
2019
Q3 | $10K | Hold |
534
| – | – | ﹤0.01% | 588 |
|
|
2019
Q2 | $11K | Hold |
534
| – | – | ﹤0.01% | 552 |
|
|
2019
Q1 | $10K | Hold |
534
| – | – | ﹤0.01% | 549 |
|
|
2018
Q4 | $11K | Hold |
534
| – | – | ﹤0.01% | 489 |
|
|
2018
Q3 | $14K | Buy |
+534
| New | +$12.9K | ﹤0.01% | 460 |
|
|
2018
Q2 | – | Sell |
-463
| Closed | -$10K | – | 890 |
|
|
2018
Q1 | $10K | Sell |
463
-147
| -24% | -$3.32K | 0.01% | 603 |
|
|
2017
Q4 | $13K | Buy |
610
+147
| +32% | +$3.13K | 0.01% | 559 |
|
|
2017
Q3 | $9K | Hold |
463
| – | – | 0.01% | 552 |
|
|
2017
Q2 | $8K | Hold |
463
| – | – | 0.01% | 587 |
|
|
2017
Q1 | $8K | Sell |
463
-1,062
| -70% | -$17.2K | ﹤0.01% | 614 |
|
|
2016
Q4 | $23K | Buy |
1,525
+1,062
| +229% | +$16.1K | 0.01% | 460 |
|
|
2016
Q3 | $7K | Hold |
463
| – | – | ﹤0.01% | 640 |
|
|
2016
Q2 | $6K | Sell |
463
-222
| -32% | -$2.76K | ﹤0.01% | 599 |
|
|
2016
Q1 | $8K | Sell |
685
-270
| -28% | -$2.89K | 0.01% | 512 |
|
|
2015
Q4 | $11K | Sell |
955
-2,379
| -71% | -$30.4K | 0.01% | 557 |
|
|
2015
Q3 | $39K | Buy |
3,334
+619
| +23% | +$8.04K | 0.03% | 301 |
|
|
2015
Q2 | $37K | Hold |
2,715
| – | – | 0.03% | 336 |
|
|
2015
Q1 | $38K | Sell |
2,715
-1,630
| -38% | -$26.9K | 0.03% | 323 |
|
|
2014
Q4 | $79K | Buy |
4,345
+595
| +16% | +$9.97K | 0.06% | 214 |
|
|
2014
Q3 | $60K | Buy |
3,750
+454
| +14% | +$7.36K | 0.05% | 228 |
|
|
2014
Q2 | $50K | Buy |
+3,296
| New | +$49.5K | 0.04% | 233 |
|
|
2014
Q1 | – | Sell |
-2,081
| Closed | -$26K | – | 656 |
|
|
2013
Q4 | $26K | Buy |
2,081
+2,026
| +3,684% | +$23.3K | 0.01% | 316 |
|
|
2013
Q3 | $1K | Buy |
+55
| New | +$607 | ﹤0.01% | 599 |
|
Other funds holding HPQ
VCM
VPM
