Transform Wealth’s HP HPQ Stock Holding History

Transform Wealth’s Portfolio HPQ Stock Details HPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$206K	Sell	7,376 -3,197	-30%	-$89.5K	0.01%	237
2024 Q4	$348K	Sell	10,573 -1,597	-13%	-$52.6K	0.02%	204
2024 Q3	$440K	Buy	12,170 +3	+0%	+$108	0.03%	160
2024 Q2	$430K	Sell	12,167 -1,296	-10%	-$45.8K	0.03%	154
2024 Q1	$411K	Sell	13,463 -82	-0.6%	-$2.5K	0.04%	163
2023 Q4	$411K	Sell	13,545 -3,482	-20%	-$106K	0.04%	186
2023 Q3	$442K	Sell	17,027 -1,501	-8%	-$39K	0.05%	172
2023 Q2	$574K	Sell	18,528 -1,192	-6%	-$36.9K	0.05%	170
2023 Q1	$584K	Sell	19,720 -50,722	-72%	-$1.5M	0.06%	164
2022 Q4	$1.91M	Sell	70,442 -179,461	-72%	-$4.87M	0.21%	101
2022 Q3	$6.29M	Buy	249,903 +12,565	+5%	+$316K	0.82%	44
2022 Q2	$7.84M	Buy	237,338 +223,068	+1,563%	+$7.37M	1.17%	27
2022 Q1	$518K	Sell	14,270 -2,400	-14%	-$87.1K	0.06%	153
2021 Q4	$628K	Sell	16,670 -1,000	-6%	-$37.7K	0.07%	145
2021 Q3	$483K	Sell	17,670 -2,200	-11%	-$60.1K	0.06%	162
2021 Q2	$600K	Sell	19,870 -700	-3%	-$21.1K	0.07%	159
2021 Q1	$653K	Sell	20,570 -5,900	-22%	-$187K	0.13%	129
2020 Q4	$651K	Sell	26,470 -1,500	-5%	-$36.9K	0.14%	127
2020 Q3	$531K	Buy	27,970 +7,501	+37%	+$142K	0.09%	143
2020 Q2	$357K	Sell	20,469 -3,200	-14%	-$55.8K	0.06%	172
2020 Q1	$411K	Buy	23,669 +8,200	+53%	+$142K	0.09%	155
2019 Q4	$318K	Sell	15,469 -19,731	-56%	-$406K	0.05%	185
2019 Q3	$666K	Buy	35,200 +4,600	+15%	+$87K	0.12%	133
2019 Q2	$636K	Sell	30,600 -100,359	-77%	-$2.09M	0.09%	162
2019 Q1	$2.55M	Sell	130,959 -66,142	-34%	-$1.29M	0.47%	80
2018 Q4	$4.03M	Sell	197,101 -20,593	-9%	-$421K	0.83%	50
2018 Q3	$5.61M	Sell	217,694 -6,388	-3%	-$165K	0.97%	34
2018 Q2	$5.08M	Sell	224,082 -10,917	-5%	-$248K	0.92%	34
2018 Q1	$5.15M	Buy	234,999 +1,066	+0.5%	+$23.4K	0.98%	29
2017 Q4	$4.92M	Buy	233,933 +205,779	+731%	+$4.32M	0.91%	29
2017 Q3	$562K	Buy	+28,154	New	+$562K	0.2%	141