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 |
|