United Capital 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 | $565K | Sell |
27,608
-466
| -2% | -$9.53K | ﹤0.01% | 742 |
|
|
2025
Q1 | $433K | Sell |
28,074
-2,627
| -9% | -$40.5K | ﹤0.01% | 782 |
|
|
2024
Q4 | $655K | Sell |
30,701
-5,502
| -15% | -$117K | 0.01% | 652 |
|
|
2024
Q3 | $741K | Buy |
36,203
+1,189
| +3% | +$24.3K | 0.01% | 616 |
|
|
2024
Q2 | $741K | Buy |
35,014
+766
| +2% | +$16.2K | 0.01% | 599 |
|
|
2024
Q1 | $607K | Sell |
34,248
-7,297
| -18% | -$129K | 0.01% | 680 |
|
|
2023
Q4 | $705K | Buy |
41,545
+28,611
| +221% | +$486K | 0.01% | 640 |
|
|
2023
Q3 | $225K | Buy |
12,934
+2,906
| +29% | +$50.5K | ﹤0.01% | 778 |
|
|
2023
Q2 | $168K | Sell |
10,028
-1,842
| -16% | -$30.9K | ﹤0.01% | 865 |
|
|
2023
Q1 | $189K | Sell |
11,870
-1,867
| -14% | -$29.7K | ﹤0.01% | 925 |
|
|
2022
Q4 | $219K | Sell |
13,737
-1,360
| -9% | -$21.7K | ﹤0.01% | 958 |
|
|
2022
Q3 | $181K | Sell |
15,097
-13,786
| -48% | -$165K | ﹤0.01% | 1032 |
|
|
2022
Q2 | $383K | Buy |
28,883
+6,244
| +28% | +$82.8K | ﹤0.01% | 871 |
|
|
2022
Q1 | $378K | Sell |
22,639
-27,818
| -55% | -$464K | ﹤0.01% | 918 |
|
|
2021
Q4 | $796K | Buy |
50,457
+2,700
| +6% | +$42.6K | ﹤0.01% | 736 |
|
|
2021
Q3 | $681K | Sell |
47,757
-6,592
| -12% | -$94K | ﹤0.01% | 780 |
|
|
2021
Q2 | $792K | Sell |
54,349
-798
| -1% | -$11.6K | ﹤0.01% | 754 |
|
|
2021
Q1 | $868K | Sell |
55,147
-127
| -0.2% | -$2K | ﹤0.01% | 704 |
|
|
2020
Q4 | $655K | Sell |
55,274
-3,304
| -6% | -$39.2K | ﹤0.01% | 777 |
|
|
2020
Q3 | $549K | Sell |
58,578
-1,379
| -2% | -$12.9K | ﹤0.01% | 805 |
|
|
2020
Q2 | $583K | Sell |
59,957
-277
| -0.5% | -$2.69K | ﹤0.01% | 809 |
|
|
2020
Q1 | $585K | Sell |
60,234
-7,304
| -11% | -$70.9K | ﹤0.01% | 764 |
|
|
2019
Q4 | $1.07M | Buy |
67,538
+5,382
| +9% | +$85.3K | 0.01% | 747 |
|
|
2019
Q3 | $943K | Sell |
62,156
-10,256
| -14% | -$156K | 0.01% | 763 |
|
|
2019
Q2 | $1.08M | Sell |
72,412
-2,004
| -3% | -$30K | 0.01% | 780 |
|
|
2019
Q1 | $1.15M | Sell |
74,416
-9,118
| -11% | -$141K | 0.01% | 735 |
|
|
2018
Q4 | $1.1M | Buy |
83,534
+2,365
| +3% | +$31.2K | 0.01% | 690 |
|
|
2018
Q3 | $1.32M | Buy |
81,169
+434
| +0.5% | +$7.08K | 0.01% | 701 |
|
|
2018
Q2 | $1.18M | Sell |
80,735
-3,633
| -4% | -$53.1K | 0.01% | 725 |
|
|
2018
Q1 | $1.48M | Sell |
84,368
-12,976
| -13% | -$228K | 0.01% | 669 |
|
|
2017
Q4 | $1.42M | Buy |
97,344
+7,502
| +8% | +$110K | 0.01% | 699 |
|
|
2017
Q3 | $1.32M | Sell |
89,842
-19,191
| -18% | -$282K | 0.01% | 698 |
|
|
2017
Q2 | $1.4M | Sell |
109,033
-39,019
| -26% | -$502K | 0.01% | 669 |
|
|
2017
Q1 | $2.04M | Buy |
148,052
+3,625
| +3% | +$49.9K | 0.02% | 562 |
|
|
2016
Q4 | $1.94M | Buy |
144,427
+5,282
| +4% | +$71K | 0.02% | 571 |
|
|
2016
Q3 | $1.84M | Buy |
139,145
+13,606
| +11% | +$180K | 0.02% | 607 |
|
|
2016
Q2 | $1.31M | Buy |
125,539
+13,746
| +12% | +$144K | 0.01% | 655 |
|
|
2016
Q1 | $1.15M | Sell |
111,793
-30,657
| -22% | -$316K | 0.01% | 666 |
|
|
2015
Q4 | $1.26M | Buy |
+142,450
| New | +$1.26M | 0.01% | 642 |
|