Summit Financial Wealth Advisors’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $325K | Buy |
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|
2025
Q2 | $250K | Buy |
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|
2025
Q1 | $178K | Buy |
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|
2024
Q4 | $232K | Hold |
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|
2024
Q3 | $232K | Buy |
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|
2024
Q2 | $214K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.97M | Hold |
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|
2018
Q1 | $1.97M | Buy |
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|
2017
Q4 | $1.56M | Buy |
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|
2017
Q3 | $1.54M | Buy |
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|
2017
Q2 | $1.12M | Buy |
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|
2017
Q1 | $808K | Buy |
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|
2016
Q4 | $715K | Sell |
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|
2016
Q3 | $710K | Buy |
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|
2016
Q2 | $240K | Buy |
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