Transform Wealth’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.12M | Sell |
136,569
-676
| -0.5% | -$10.5K | 0.13% | 112 |
|
|
2024
Q4 | $2.95M | Sell |
137,245
-3,451
| -2% | -$74.1K | 0.16% | 100 |
|
|
2024
Q3 | $2.9M | Buy |
140,696
+63,753
| +83% | +$1.31M | 0.19% | 87 |
|
|
2024
Q2 | $1.64M | Buy |
76,943
+842
| +1% | +$17.9K | 0.12% | 103 |
|
|
2024
Q1 | $1.36M | Sell |
76,101
-5,363
| -7% | -$95.8K | 0.13% | 114 |
|
|
2023
Q4 | $1.39M | Sell |
81,464
-6,372
| -7% | -$109K | 0.14% | 119 |
|
|
2023
Q3 | $1.54M | Buy |
+87,836
| New | +$1.54M | 0.16% | 110 |
|
|
2020
Q1 | – | Sell |
-244,253
| Closed | -$3.87M | – | 222 |
|
|
2019
Q4 | $3.87M | Buy |
244,253
+4,429
| +2% | +$70.2K | 0.61% | 63 |
|
|
2019
Q3 | $3.64M | Buy |
239,824
+2,012
| +0.8% | +$30.5K | 0.65% | 65 |
|
|
2019
Q2 | $3.56M | Buy |
+237,812
| New | +$3.56M | 0.52% | 71 |
|