Steward Partners Investment Advisory’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
$6.05M Buy
295,834
+76,752
+35% +$1.57M 0.05% 375
2025
Q1
$3.38M Sell
219,082
-98,460
-31% -$1.52M 0.03% 505
2024
Q4
$6.78M Buy
317,542
+89,353
+39% +$1.91M 0.06% 306
2024
Q3
$4.67M Buy
228,189
+4,242
+2% +$86.8K 0.04% 379
2024
Q2
$4.74M Buy
223,947
+3,096
+1% +$65.5K 0.05% 346
2024
Q1
$3.92M Buy
220,851
+14,995
+7% +$266K 0.04% 392
2023
Q4
$3.5M Buy
205,856
+180,410
+709% +$3.06M 0.05% 362
2023
Q3
$442K Buy
25,446
+923
+4% +$16K 0.01% 966
2023
Q2
$412K Sell
24,523
-4,400
-15% -$73.9K 0.01% 1003
2023
Q1
$461K Sell
28,923
-6,000
-17% -$95.6K 0.01% 960
2022
Q4
$557K Sell
34,923
-690
-2% -$11K 0.01% 876
2022
Q3
$427K Sell
35,613
-501
-1% -$6.01K 0.01% 909
2022
Q2
$479K Buy
36,114
+11,755
+48% +$156K 0.01% 869
2022
Q1
$407K Buy
24,359
+5,465
+29% +$91.3K 0.01% 1002
2021
Q4
$298K Buy
18,894
+221
+1% +$3.49K ﹤0.01% 1141
2021
Q3
$266K Buy
18,673
+2,710
+17% +$38.6K ﹤0.01% 1149
2021
Q2
$233K Sell
15,963
-348
-2% -$5.08K ﹤0.01% 1433
2021
Q1
$257K Buy
16,311
+4,292
+36% +$67.6K ﹤0.01% 1175
2020
Q4
$142K Sell
12,019
-3,805
-24% -$45K ﹤0.01% 1213
2020
Q3
$148K Buy
15,824
+313
+2% +$2.93K ﹤0.01% 1066
2020
Q2
$151K Sell
15,511
-1,908
-11% -$18.6K ﹤0.01% 975
2020
Q1
$169K Buy
17,419
+511
+3% +$4.96K 0.01% 843
2019
Q4
$268K Buy
16,908
+2,872
+20% +$45.5K 0.01% 795
2019
Q3
$212K Sell
14,036
-200
-1% -$3.02K 0.01% 826
2019
Q2
$212K Buy
14,236
+3,354
+31% +$49.9K 0.01% 794
2019
Q1
$167K Buy
10,882
+625
+6% +$9.59K 0.01% 757
2018
Q4
$135K Sell
10,257
-200
-2% -$2.63K 0.01% 732
2018
Q3
$171K Buy
10,457
+5,087
+95% +$83.2K 0.01% 765
2018
Q2
$78K Buy
5,370
+4,388
+447% +$63.7K ﹤0.01% 929
2018
Q1
$17K Sell
982
-133
-12% -$2.3K ﹤0.01% 1399
2017
Q4
$16K Sell
1,115
-326
-23% -$4.68K ﹤0.01% 1201
2017
Q3
$21K Sell
1,441
-285
-17% -$4.15K ﹤0.01% 925
2017
Q2
$22K Sell
1,726
-1,507
-47% -$19.2K ﹤0.01% 834
2017
Q1
$44K Buy
+3,233
New +$44K 0.01% 577