SVB Wealth’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
Q2 | – | Sell |
-18,794
| Closed | -$290K | – | 1004 |
|
|
2025
Q1 | $290K | Sell |
18,794
-6,304
| -25% | -$126K | 0.01% | 266 |
|
|
2024
Q4 | $536K | Buy |
+25,098
| New | +$530K | 0.01% | 412 |
|
|
2024
Q3 | – | Sell |
-28,308
| Closed | -$599K | – | 271 |
|
|
2024
Q2 | $599K | Sell |
28,308
-3,331
| -11% | -$61.4K | 0.01% | 395 |
|
|
2024
Q1 | $561K | Sell |
31,639
-5,105
| -14% | -$82.9K | 0.01% | 453 |
|
|
2023
Q4 | $624K | Sell |
36,744
-872
| -2% | -$14.2K | 0.02% | 427 |
|
|
2023
Q3 | $653K | Sell |
37,616
-22,456
| -37% | -$386K | 0.01% | 396 |
|
|
2023
Q2 | $1.01M | Sell |
60,072
-1,232
| -2% | -$18.8K | 0.02% | 341 |
|
|
2023
Q1 | $977K | Sell |
61,304
-10,675
| -15% | -$168K | 0.01% | 383 |
|
|
2022
Q4 | $1.15M | Buy |
71,979
+12,967
| +22% | +$191K | 0.02% | 372 |
|
|
2022
Q3 | $707K | Buy |
59,012
+5,945
| +11% | +$80.8K | 0.01% | 438 |
|
|
2022
Q2 | $704K | Buy |
53,067
+1,276
| +2% | +$19.3K | 0.01% | 382 |
|
|
2022
Q1 | $865K | Buy |
51,791
+1,579
| +3% | +$26.5K | 0.01% | 348 |
|
|
2021
Q4 | $792K | Buy |
50,212
+76
| +0.2% | +$1.15K | 0.01% | 352 |
|
|
2021
Q3 | $715K | Buy |
50,136
+2,292
| +5% | +$33.1K | 0.01% | 491 |
|
|
2021
Q2 | $698K | Sell |
47,844
-1,927
| -4% | -$30.4K | 0.01% | 481 |
|
|
2021
Q1 | $783K | Sell |
49,771
-508
| -1% | -$7.04K | 0.01% | 404 |
|
|
2020
Q4 | $596K | Sell |
50,279
-2,204
| -4% | -$23.1K | 0.01% | 426 |
|
|
2020
Q3 | $491K | Sell |
52,483
-2,432
| -4% | -$23.2K | 0.01% | 410 |
|
|
2020
Q2 | $534K | Sell |
54,915
-8,547
| -13% | -$83.9K | 0.01% | 352 |
|
|
2020
Q1 | $616K | Sell |
63,462
-2,837
| -4% | -$37.2K | 0.02% | 287 |
|
|
2019
Q4 | $1.05M | Buy |
66,299
+4,144
| +7% | +$66.2K | 0.02% | 292 |
|
|
2019
Q3 | $943K | Sell |
62,155
-2,274
| -4% | -$32.3K | 0.02% | 286 |
|
|
2019
Q2 | $963K | Buy |
64,429
+943
| +1% | +$14.3K | 0.03% | 284 |
|
|
2019
Q1 | $980K | Sell |
63,486
-607
| -0.9% | -$9.35K | 0.04% | 223 |
|
|
2018
Q4 | $847K | Sell |
64,093
-3,034
| -5% | -$45.4K | 0.04% | 231 |
|
|
2018
Q3 | $1.09M | Buy |
67,127
+1,586
| +2% | +$25.4K | 0.04% | 238 |
|
|
2018
Q2 | $958K | Buy |
65,541
+1,664
| +3% | +$27.6K | 0.04% | 254 |
|
|
2018
Q1 | $1.12M | Sell |
63,877
-3,000
| -4% | -$51K | 0.04% | 244 |
|
|
2017
Q4 | $960K | Buy |
66,877
+1,924
| +3% | +$27.3K | 0.04% | 265 |
|
|
2017
Q3 | $955K | Buy |
64,953
+13,586
| +26% | +$185K | 0.04% | 263 |
|
|
2017
Q2 | $661K | Sell |
51,367
-17,445
| -25% | -$243K | 0.03% | 319 |
|
|
2017
Q1 | $948K | Buy |
68,812
+69
| +0.1% | +$927 | 0.04% | 250 |
|
|
2016
Q4 | $925K | Sell |
68,743
-4,076
| -6% | -$54.5K | 0.04% | 256 |
|
|
2016
Q3 | $963K | Sell |
72,819
-11,722
| -14% | -$145K | 0.04% | 254 |
|
|
2016
Q2 | $898K | Buy |
84,541
+4,496
| +6% | +$45.8K | 0.04% | 264 |
|
|
2016
Q1 | $825K | Sell |
80,045
-2,574
| -3% | -$21.6K | 0.03% | 281 |
|
|
2015
Q4 | $730K | Buy |
+82,619
| New | +$692K | 0.03% | 312 |
|
Other funds holding HPE
EIM
