Sequoia 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
$869K Buy
42,508
+20,971
+97% +$429K 0.01% 741
2025
Q1
$332K Sell
21,537
-3,451
-14% -$53.2K ﹤0.01% 1012
2024
Q4
$533K Buy
24,988
+4,916
+24% +$105K 0.01% 772
2024
Q3
$411K Buy
20,072
+741
+4% +$15.2K ﹤0.01% 825
2024
Q2
$409K Buy
19,331
+3,230
+20% +$68.4K ﹤0.01% 767
2024
Q1
$285K Sell
16,101
-1,850
-10% -$32.8K ﹤0.01% 877
2023
Q4
$305K Buy
+17,951
New +$305K ﹤0.01% 923