Premier Path Wealth Partners’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 | – | Sell |
-15,845
| Closed | -$244K | – | 392 |
|
|
2025
Q1 | $244K | Sell |
15,845
-1,953
| -11% | -$30.1K | 0.04% | 336 |
|
|
2024
Q4 | $380K | Sell |
17,798
-340
| -2% | -$7.26K | 0.06% | 265 |
|
|
2024
Q3 | $371K | Sell |
18,138
-2,848
| -14% | -$58.3K | 0.06% | 270 |
|
|
2024
Q2 | $444K | Buy |
20,986
+709
| +3% | +$15K | 0.08% | 239 |
|
|
2024
Q1 | $356K | Sell |
20,277
-2,625
| -11% | -$46.1K | 0.07% | 249 |
|
|
2023
Q4 | $389K | Buy |
+22,902
| New | +$389K | 0.09% | 220 |
|