SVWAG
Sound View Wealth Advisors Group’s HP HPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Sell |
8,339
-2,085
| -20% | -$51K | 0.02% | 412 |
|
|
2025
Q1 | $289K | Buy |
10,424
+112
| +1% | +$3.1K | 0.02% | 341 |
|
|
2024
Q4 | $336K | Buy |
10,312
+329
| +3% | +$10.7K | 0.03% | 321 |
|
|
2024
Q3 | $358K | Buy |
9,983
+2,305
| +30% | +$82.7K | 0.03% | 307 |
|
|
2024
Q2 | $269K | Buy |
7,678
+669
| +10% | +$23.4K | 0.03% | 318 |
|
|
2024
Q1 | $212K | Sell |
7,009
-27
| -0.4% | -$816 | 0.02% | 353 |
|
|
2023
Q4 | $212K | Buy |
+7,036
| New | +$212K | 0.02% | 363 |
|
|
2023
Q3 | – | Sell |
-7,180
| Closed | -$220K | – | 372 |
|
|
2023
Q2 | $220K | Sell |
7,180
-139
| -2% | -$4.27K | 0.03% | 340 |
|
|
2023
Q1 | $215K | Buy |
7,319
+283
| +4% | +$8.31K | 0.03% | 337 |
|
|
2022
Q4 | $212K | Buy |
+7,036
| New | +$212K | 0.02% | 363 |
|