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