River Wealth Advisors’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,926
| Closed | -$248K | – | 213 |
|
|
2024
Q3 | $248K | Sell |
6,926
-990
| -13% | -$35.5K | 0.03% | 192 |
|
|
2024
Q2 | $277K | Buy |
7,916
+50
| +0.6% | +$1.75K | 0.04% | 172 |
|
|
2024
Q1 | $238K | Buy |
+7,866
| New | +$238K | 0.03% | 186 |
|
|
2022
Q2 | – | Sell |
-6,686
| Closed | -$243K | – | 220 |
|
|
2022
Q1 | $243K | Sell |
6,686
-133
| -2% | -$4.83K | 0.04% | 205 |
|
|
2021
Q4 | $257K | Buy |
+6,819
| New | +$257K | 0.04% | 204 |
|
|
2021
Q3 | – | Sell |
-6,680
| Closed | -$202K | – | 218 |
|
|
2021
Q2 | $202K | Buy |
6,680
+164
| +3% | +$4.96K | 0.04% | 211 |
|
|
2021
Q1 | $207K | Buy |
+6,516
| New | +$207K | 0.04% | 205 |
|
|
2019
Q1 | – | Sell |
-7,074
| Closed | -$145K | – | 295 |
|
|
2018
Q4 | $145K | Sell |
7,074
-500
| -7% | -$10.2K | 0.06% | 167 |
|
|
2018
Q3 | $195K | Buy |
7,574
+103
| +1% | +$2.65K | 0.07% | 162 |
|
|
2018
Q2 | $170K | Buy |
+7,471
| New | +$170K | 0.07% | 170 |
|
|
2016
Q3 | – | Sell |
-11,563
| Closed | -$145K | – | 149 |
|
|
2016
Q2 | $145K | Sell |
11,563
-1,930
| -14% | -$24.2K | 0.08% | 149 |
|
|
2016
Q1 | $166K | Sell |
13,493
-8,848
| -40% | -$109K | 0.1% | 145 |
|
|
2015
Q4 | $265K | Sell |
22,341
-53,681
| -71% | -$637K | 0.17% | 134 |
|
|
2015
Q3 | $884K | Buy |
76,022
+3,942
| +5% | +$45.8K | 0.61% | 61 |
|
|
2015
Q2 | $982K | Sell |
72,080
-780
| -1% | -$10.6K | 0.62% | 61 |
|
|
2015
Q1 | $1.03M | Buy |
+72,860
| New | +$1.03M | 0.64% | 58 |
|