Tradition Wealth Management’s HP HPQ Stock Holding History

Tradition Wealth Management’s Portfolio HPQ Stock Details HPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,367	Closed	-$41K	–	743
2023 Q4	$41K	Sell	1,367 -116	-8%	-$3.25K	﹤0.01%	676
2023 Q3	$38K	Buy	1,483 +5	+0.3%	+$153	﹤0.01%	674
2023 Q2	$45K	Sell	1,478 -146	-9%	-$4.38K	0.01%	654
2023 Q1	$48K	Sell	1,624 -12	-0.7%	-$344	0.01%	615
2022 Q4	$44K	Buy	1,636 +64	+4%	+$1.77K	0.01%	565
2022 Q3	$39K	Buy	1,572 +849	+117%	+$26.1K	0.01%	578
2022 Q2	$24K	Buy	723 +150	+26%	+$5.51K	﹤0.01%	610
2022 Q1	$21K	Sell	573 -25	-4%	-$923	﹤0.01%	699
2021 Q4	$23K	Buy	598 +26	+5%	+$850	﹤0.01%	695
2021 Q3	$16K	Hold	572	–	–	﹤0.01%	779
2021 Q2	$17K	Buy	572 +1	+0.2%	+$32	﹤0.01%	800
2021 Q1	$18K	Sell	571 -100	-15%	-$2.76K	﹤0.01%	652
2020 Q4	$16K	Buy	+671	New	+$14.1K	﹤0.01%	634

Other funds holding HPQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return