True Wealth Design’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 | $8.28K | Buy |
405
+324
| +400% | +$6.63K | ﹤0.01% | 638 |
|
|
2025
Q1 | $1.25K | Sell |
81
-4,476
| -98% | -$69.1K | ﹤0.01% | 1186 |
|
|
2024
Q4 | $97.3K | Buy |
4,557
+153
| +3% | +$3.27K | 0.04% | 75 |
|
|
2024
Q3 | $90.1K | Buy |
4,404
+4,352
| +8,369% | +$89K | 0.04% | 70 |
|
|
2024
Q2 | $1.1K | Buy |
52
+14
| +37% | +$296 | ﹤0.01% | 489 |
|
|
2024
Q1 | $674 | Buy |
38
+16
| +73% | +$284 | ﹤0.01% | 557 |
|
|
2023
Q4 | $374 | Hold |
22
| – | – | ﹤0.01% | 554 |
|
|
2023
Q3 | $383 | Hold |
22
| – | – | ﹤0.01% | 489 |
|
|
2023
Q2 | $370 | Hold |
22
| – | – | ﹤0.01% | 524 |
|
|
2023
Q1 | $351 | Buy |
22
+2
| +10% | +$32 | ﹤0.01% | 608 |
|
|
2022
Q4 | $319 | Buy |
+20
| New | +$319 | ﹤0.01% | 570 |
|