SOA Wealth Advisors’s Hewlett Packard HPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.28K | Sell |
405
-954
| -70% | -$19.5K | ﹤0.01% | 615 |
|
|
2025
Q1 | $21K | Buy |
1,359
+1
| +0.1% | +$15 | ﹤0.01% | 464 |
|
|
2024
Q4 | $29K | Sell |
1,358
-73
| -5% | -$1.56K | 0.01% | 399 |
|
|
2024
Q3 | $29.3K | Sell |
1,431
-333
| -19% | -$6.81K | 0.01% | 394 |
|
|
2024
Q2 | $37.3K | Sell |
1,764
-2,155
| -55% | -$45.6K | 0.01% | 348 |
|
|
2024
Q1 | $69.5K | Buy |
3,919
+135
| +4% | +$2.39K | 0.01% | 274 |
|
|
2023
Q4 | $64.3K | Buy |
3,784
+1
| +0% | +$17 | 0.01% | 274 |
|
|
2023
Q3 | $65.7K | Buy |
3,783
+1
| +0% | +$17 | 0.02% | 258 |
|
|
2023
Q2 | $63.5K | Sell |
3,782
-9
| -0.2% | -$151 | 0.01% | 270 |
|
|
2023
Q1 | $60.4K | Buy |
3,791
+1
| +0% | +$16 | 0.01% | 267 |
|
|
2022
Q4 | $60.5K | Sell |
3,790
-8
| -0.2% | -$128 | 0.02% | 261 |
|
|
2022
Q3 | $45K | Sell |
3,798
-1
| -0% | -$12 | 0.01% | 280 |
|
|
2022
Q2 | $50K | Sell |
3,799
-104
| -3% | -$1.37K | 0.01% | 265 |
|
|
2022
Q1 | $65K | Buy |
3,903
+1
| +0% | +$17 | 0.02% | 273 |
|
|
2021
Q4 | $62K | Hold |
3,902
| – | – | 0.02% | 268 |
|
|
2021
Q3 | $55K | Buy |
3,902
+191
| +5% | +$2.69K | 0.01% | 294 |
|
|
2021
Q2 | $54K | Buy |
3,711
+3,681
| +12,270% | +$53.6K | 0.01% | 301 |
|
|
2021
Q1 | $0 | Hold |
30
| – | – | ﹤0.01% | 856 |
|
|
2020
Q4 | $0 | Buy |
+30
| New | – | ﹤0.01% | 832 |
|