Ritholtz Wealth Management’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
$2.23M Buy
108,843
+14,062
+15% +$288K 0.05% 269
2025
Q1
$1.46M Buy
94,781
+13,807
+17% +$213K 0.04% 313
2024
Q4
$1.73M Buy
80,974
+13,563
+20% +$290K 0.05% 258
2024
Q3
$1.38M Buy
67,411
+14,544
+28% +$298K 0.04% 307
2024
Q2
$1.12M Buy
52,867
+679
+1% +$14.4K 0.04% 327
2024
Q1
$925K Sell
52,188
-19,125
-27% -$339K 0.03% 382
2023
Q4
$1.21M Sell
71,313
-15,268
-18% -$259K 0.05% 266
2023
Q3
$1.5M Sell
86,581
-2,222
-3% -$38.6K 0.07% 197
2023
Q2
$1.49M Buy
88,803
+746
+0.8% +$12.5K 0.07% 190
2023
Q1
$1.4M Buy
88,057
+14,228
+19% +$227K 0.07% 182
2022
Q4
$1.18M Buy
73,829
+26,646
+56% +$425K 0.07% 208
2022
Q3
$565K Buy
+47,183
New +$565K 0.03% 369