United Capital Financial Advisors’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $713K | Buy |
29,161
+2,751
| +10% | +$67.3K | 0.01% | 675 |
|
|
2025
Q1 | $731K | Sell |
26,410
-935
| -3% | -$25.9K | 0.01% | 632 |
|
|
2024
Q4 | $892K | Sell |
27,345
-3,719
| -12% | -$121K | 0.01% | 575 |
|
|
2024
Q3 | $1.11M | Buy |
31,064
+375
| +1% | +$13.5K | 0.01% | 517 |
|
|
2024
Q2 | $1.07M | Sell |
30,689
-4,422
| -13% | -$155K | 0.01% | 506 |
|
|
2024
Q1 | $1.06M | Sell |
35,111
-7,415
| -17% | -$224K | 0.01% | 542 |
|
|
2023
Q4 | $1.28M | Buy |
42,526
+5,905
| +16% | +$178K | 0.01% | 501 |
|
|
2023
Q3 | $941K | Sell |
36,621
-6,309
| -15% | -$162K | 0.01% | 527 |
|
|
2023
Q2 | $1.32M | Sell |
42,930
-4,917
| -10% | -$151K | 0.01% | 498 |
|
|
2023
Q1 | $1.4M | Sell |
47,847
-941
| -2% | -$27.6K | 0.01% | 508 |
|
|
2022
Q4 | $1.31M | Sell |
48,788
-1,374
| -3% | -$36.9K | 0.01% | 559 |
|
|
2022
Q3 | $1.25M | Sell |
50,162
-15,475
| -24% | -$386K | 0.01% | 564 |
|
|
2022
Q2 | $2.15M | Buy |
65,637
+5,759
| +10% | +$189K | 0.01% | 478 |
|
|
2022
Q1 | $2.17M | Sell |
59,878
-33,201
| -36% | -$1.21M | 0.01% | 495 |
|
|
2021
Q4 | $3.51M | Buy |
93,079
+4,863
| +6% | +$183K | 0.02% | 438 |
|
|
2021
Q3 | $2.41M | Sell |
88,216
-21,006
| -19% | -$575K | 0.01% | 487 |
|
|
2021
Q2 | $3.3M | Sell |
109,222
-1,468
| -1% | -$44.3K | 0.02% | 442 |
|
|
2021
Q1 | $3.51M | Sell |
110,690
-6,883
| -6% | -$219K | 0.02% | 408 |
|
|
2020
Q4 | $2.89M | Sell |
117,573
-6,178
| -5% | -$152K | 0.02% | 437 |
|
|
2020
Q3 | $2.35M | Buy |
123,751
+4,479
| +4% | +$85.1K | 0.02% | 465 |
|
|
2020
Q2 | $2.08M | Buy |
119,272
+7,040
| +6% | +$123K | 0.02% | 507 |
|
|
2020
Q1 | $1.95M | Buy |
112,232
+26,243
| +31% | +$455K | 0.02% | 500 |
|
|
2019
Q4 | $1.77M | Buy |
85,989
+11,604
| +16% | +$238K | 0.01% | 623 |
|
|
2019
Q3 | $1.41M | Sell |
74,385
-36,124
| -33% | -$683K | 0.01% | 650 |
|
|
2019
Q2 | $2.3M | Buy |
110,509
+322
| +0.3% | +$6.69K | 0.02% | 578 |
|
|
2019
Q1 | $2.14M | Sell |
110,187
-5,971
| -5% | -$116K | 0.02% | 573 |
|
|
2018
Q4 | $2.38M | Buy |
116,158
+6,435
| +6% | +$132K | 0.02% | 523 |
|
|
2018
Q3 | $2.83M | Buy |
109,723
+3,199
| +3% | +$82.5K | 0.02% | 541 |
|
|
2018
Q2 | $2.42M | Sell |
106,524
-296
| -0.3% | -$6.72K | 0.02% | 552 |
|
|
2018
Q1 | $2.34M | Sell |
106,820
-431
| -0.4% | -$9.45K | 0.02% | 549 |
|
|
2017
Q4 | $2.27M | Buy |
107,251
+4,095
| +4% | +$86.6K | 0.02% | 562 |
|
|
2017
Q3 | $2.06M | Buy |
103,156
+6,459
| +7% | +$129K | 0.02% | 563 |
|
|
2017
Q2 | $1.69M | Sell |
96,697
-8,012
| -8% | -$140K | 0.02% | 624 |
|
|
2017
Q1 | $1.87M | Sell |
104,709
-34,902
| -25% | -$624K | 0.02% | 586 |
|
|
2016
Q4 | $2.07M | Sell |
139,611
-20,580
| -13% | -$305K | 0.02% | 561 |
|
|
2016
Q3 | $2.49M | Sell |
160,191
-35,644
| -18% | -$554K | 0.02% | 536 |
|
|
2016
Q2 | $2.55M | Buy |
195,835
+94,881
| +94% | +$1.23M | 0.03% | 506 |
|
|
2016
Q1 | $1.24M | Buy |
100,954
+6,144
| +6% | +$75.7K | 0.01% | 646 |
|
|
2015
Q4 | $1.12M | Sell |
94,810
-117,155
| -55% | -$1.39M | 0.01% | 664 |
|
|
2015
Q3 | $2.47M | Sell |
211,965
-298,142
| -58% | -$3.47M | 0.03% | 489 |
|
|
2015
Q2 | $6.95M | Buy |
510,107
+36,155
| +8% | +$493K | 0.08% | 283 |
|
|
2015
Q1 | $7.1M | Buy |
473,952
+79,906
| +20% | +$1.2M | 0.09% | 281 |
|
|
2014
Q4 | $7.18M | Sell |
394,046
-26,281
| -6% | -$479K | 0.11% | 213 |
|
|
2014
Q3 | $6.77M | Buy |
420,327
+234,681
| +126% | +$3.78M | 0.12% | 205 |
|
|
2014
Q2 | $2.84M | Sell |
185,646
-17,030
| -8% | -$261K | 0.05% | 338 |
|
|
2014
Q1 | $2.98M | Sell |
202,676
-8,912
| -4% | -$131K | 0.06% | 291 |
|
|
2013
Q4 | $2.69M | Buy |
+211,588
| New | +$2.69M | 0.09% | 204 |
|
|
2013
Q3 | – | Sell |
-259,884
| Closed | -$2.93M | – | 707 |
|
|
2013
Q2 | $2.93M | Buy |
+259,884
| New | +$2.93M | 0.08% | 258 |
|