True Link 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 | $262K | Sell |
12,800
-652
| -5% | -$13.3K | 0.02% | 76 |
|
2025
Q1 | $208K | Sell |
13,452
-94
| -0.7% | -$1.45K | 0.02% | 92 |
|
2024
Q4 | $289K | Buy |
13,546
+560
| +4% | +$12K | 0.02% | 54 |
|
2024
Q3 | $266K | Sell |
12,986
-100
| -0.8% | -$2.05K | 0.02% | 53 |
|
2024
Q2 | $277K | Hold |
13,086
| – | – | 0.03% | 55 |
|
2024
Q1 | $232K | Sell |
13,086
-335
| -2% | -$5.94K | 0.02% | 62 |
|
2023
Q4 | $228K | Buy |
+13,421
| New | +$228K | 0.02% | 60 |
|