Summit Trail 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
$2.31M Buy
2025
Q2
Sell
2025
Q1
$235K Sell
2024
Q4
$371K Sell
2024
Q3
$403K Sell
2024
Q2
$445K Sell
2024
Q1
$396K Buy
2023
Q4
$308K Buy
2023
Q3
$271K Buy
2023
Q2
$184K Buy
2020
Q4
Sell
2020
Q3
$270K Buy
2018
Q1
Sell
2017
Q4
$106K Buy