Transform Wealth’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $206K | Sell |
7,376
-3,197
| -30% | -$101K | 0.01% | 237 |
|
|
2024
Q4 | $348K | Sell |
10,573
-1,597
| -13% | -$57.4K | 0.02% | 205 |
|
|
2024
Q3 | $440K | Buy |
12,170
+3
| +0% | +$106 | 0.03% | 160 |
|
|
2024
Q2 | $430K | Sell |
12,167
-1,296
| -10% | -$41.1K | 0.03% | 154 |
|
|
2024
Q1 | $411K | Sell |
13,463
-82
| -0.6% | -$2.41K | 0.04% | 163 |
|
|
2023
Q4 | $411K | Sell |
13,545
-3,482
| -20% | -$97.5K | 0.04% | 186 |
|
|
2023
Q3 | $442K | Sell |
17,027
-1,501
| -8% | -$46K | 0.05% | 172 |
|
|
2023
Q2 | $574K | Sell |
18,528
-1,192
| -6% | -$35.8K | 0.05% | 172 |
|
|
2023
Q1 | $584K | Sell |
19,720
-50,722
| -72% | -$1.46M | 0.06% | 164 |
|
|
2022
Q4 | $1.91M | Sell |
70,442
-179,461
| -72% | -$4.97M | 0.21% | 101 |
|
|
2022
Q3 | $6.29M | Buy |
249,903
+12,565
| +5% | +$386K | 0.82% | 44 |
|
|
2022
Q2 | $7.84M | Buy |
237,338
+223,068
| +1,563% | +$8.19M | 1.17% | 27 |
|
|
2022
Q1 | $518K | Sell |
14,270
-2,400
| -14% | -$88.6K | 0.06% | 153 |
|
|
2021
Q4 | $628K | Sell |
16,670
-1,000
| -6% | -$32.7K | 0.07% | 145 |
|
|
2021
Q3 | $483K | Sell |
17,670
-2,200
| -11% | -$63.2K | 0.06% | 162 |
|
|
2021
Q2 | $600K | Sell |
19,870
-700
| -3% | -$22.4K | 0.07% | 159 |
|
|
2021
Q1 | $653K | Sell |
20,570
-5,900
| -22% | -$163K | 0.13% | 129 |
|
|
2020
Q4 | $651K | Sell |
26,470
-1,500
| -5% | -$31.5K | 0.14% | 127 |
|
|
2020
Q3 | $531K | Buy |
27,970
+7,501
| +37% | +$137K | 0.09% | 143 |
|
|
2020
Q2 | $357K | Sell |
20,469
-3,200
| -14% | -$50.8K | 0.06% | 172 |
|
|
2020
Q1 | $411K | Buy |
23,669
+8,200
| +53% | +$166K | 0.09% | 155 |
|
|
2019
Q4 | $318K | Sell |
15,469
-19,731
| -56% | -$374K | 0.05% | 185 |
|
|
2019
Q3 | $666K | Buy |
35,200
+4,600
| +15% | +$90.3K | 0.12% | 133 |
|
|
2019
Q2 | $636K | Sell |
30,600
-100,359
| -77% | -$1.99M | 0.09% | 162 |
|
|
2019
Q1 | $2.54M | Sell |
130,959
-66,142
| -34% | -$1.4M | 0.47% | 80 |
|
|
2018
Q4 | $4.03M | Sell |
197,101
-20,593
| -9% | -$480K | 0.83% | 50 |
|
|
2018
Q3 | $5.61M | Sell |
217,694
-6,388
| -3% | -$154K | 0.97% | 34 |
|
|
2018
Q2 | $5.08M | Sell |
224,082
-10,917
| -5% | -$243K | 0.92% | 34 |
|
|
2018
Q1 | $5.15M | Buy |
234,999
+1,066
| +0.5% | +$24.1K | 0.98% | 29 |
|
|
2017
Q4 | $4.92M | Buy |
233,933
+205,779
| +731% | +$4.38M | 0.91% | 29 |
|
|
2017
Q3 | $562K | Buy |
+28,154
| New | +$536K | 0.2% | 141 |
|
Other funds holding HPQ
Transform Wealth's HPQ Position: Q1 2025 in Review
Transform Wealth reduced its HP (HPQ) stake by 30% in Q1 2025, selling an estimated $101K and leaving 7,376 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #237.
Transform Wealth first reported a position in HPQ in Q3 2017 and has held it in 31 quarters since. The position peaked at $7.84M in Q2 2022. 1,157 funds tracked by Wall St. Rank hold HPQ as of Q1 2025.
- Transform Wealth held 7,376 shares of HP worth $206K as of Q1 2025.
- Transform Wealth sold 3,197 HP shares in Q1 2025, an estimated $101K.
- HP made up 0.01% of Transform Wealth's portfolio in Q1 2025, its #237 holding.
- Transform Wealth first reported a position in HP in Q3 2017 and has held it in 31 quarters since.
- Transform Wealth's HP position peaked at $7.84M in Q2 2022.
- 1,157 funds tracked by Wall St. Rank held HP as of Q1 2025.
Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.