Transamerica Financial Advisors’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129 | Hold |
7
| – | – | ﹤0.01% | 518 |
|
|
2025
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 485 |
|
|
2024
Q4 | $1K | Sell |
7
-8
| -53% | -$1.14K | ﹤0.01% | 480 |
|
|
2024
Q3 | $1K | Sell |
15
-69
| -82% | -$4.6K | ﹤0.01% | 487 |
|
|
2024
Q2 | $2K | Hold |
84
| – | – | ﹤0.01% | 377 |
|
|
2024
Q1 | $2K | Sell |
84
-8,488
| -99% | -$202K | ﹤0.01% | 411 |
|
|
2023
Q4 | $146K | Sell |
8,572
-3,619
| -30% | -$61.6K | 0.02% | 256 |
|
|
2023
Q3 | $212K | Sell |
12,191
-4,666
| -28% | -$81.1K | 0.03% | 218 |
|
|
2023
Q2 | $284K | Sell |
16,857
-303
| -2% | -$5.11K | 0.04% | 211 |
|
|
2023
Q1 | $274K | Buy |
+17,160
| New | +$274K | 0.04% | 217 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | -$1K | – | 307 |
|
|
2020
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 400 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | -$1K | – | 271 |
|
|
2019
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 456 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | -$1K | – | 241 |
|
|
2018
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 422 |
|
|
2018
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 425 |
|
|
2018
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 392 |
|
|
2018
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 374 |
|
|
2017
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 359 |
|
|
2017
Q3 | $1K | Sell |
1
-2
| -67% | -$2K | ﹤0.01% | 356 |
|
|
2017
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 329 |
|
|
2017
Q1 | $1K | Sell |
3
-2
| -40% | -$667 | ﹤0.01% | 324 |
|
|
2016
Q4 | $1K | Sell |
5
-9
| -64% | -$1.8K | ﹤0.01% | 360 |
|
|
2016
Q3 | $1K | Sell |
14
-1
| -7% | -$71 | ﹤0.01% | 365 |
|
|
2016
Q2 | $1K | Sell |
15
-2,468
| -99% | -$165K | ﹤0.01% | 336 |
|
|
2016
Q1 | $26K | Sell |
2,483
-9,229
| -79% | -$96.6K | ﹤0.01% | 452 |
|
|
2015
Q4 | $104K | Buy |
+11,712
| New | +$104K | 0.01% | 337 |
|