SFWA
Summit Financial Wealth Advisors’s Hewlett Packard HPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $178K | Buy |
11,548
+200
| +2% | +$3.09K | 0.04% | 149 |
|
|
2024
Q4 | $232K | Hold |
11,348
| – | – | 0.05% | 136 |
|
|
2024
Q3 | $232K | Buy |
11,348
+1,242
| +12% | +$25.4K | 0.04% | 134 |
|
|
2024
Q2 | $214K | Buy |
+10,106
| New | +$214K | 0.04% | 133 |
|
|
2018
Q3 | – | Sell |
-112,137
| Closed | -$1.97M | – | 150 |
|
|
2018
Q2 | $1.97M | Hold |
112,137
| – | – | 0.66% | 46 |
|
|
2018
Q1 | $1.97M | Buy |
112,137
+3,771
| +3% | +$66.1K | 0.65% | 46 |
|
|
2017
Q4 | $1.56M | Buy |
108,366
+3,466
| +3% | +$49.8K | 0.53% | 52 |
|
|
2017
Q3 | $1.54M | Buy |
104,900
+37,384
| +55% | +$550K | 0.56% | 50 |
|
|
2017
Q2 | $1.12M | Buy |
67,516
+33,440
| +98% | +$555K | 0.44% | 57 |
|
|
2017
Q1 | $808K | Buy |
34,076
+3,177
| +10% | +$75.3K | 0.35% | 70 |
|
|
2016
Q4 | $715K | Sell |
30,899
-306
| -1% | -$7.08K | 0.31% | 78 |
|
|
2016
Q3 | $710K | Buy |
31,205
+18,063
| +137% | +$411K | 0.31% | 72 |
|
|
2016
Q2 | $240K | Buy |
+13,142
| New | +$240K | 0.1% | 123 |
|