Valeo 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 | $334K | Sell |
13,639
-4,402
| -24% | -$108K | 0.01% | 542 |
|
|
2025
Q1 | $500K | Sell |
18,041
-16,831
| -48% | -$466K | 0.01% | 413 |
|
|
2024
Q4 | $1.14M | Buy |
34,872
+188
| +0.5% | +$6.13K | 0.03% | 233 |
|
|
2024
Q3 | $1.24M | Buy |
34,684
+24,189
| +230% | +$868K | 0.04% | 216 |
|
|
2024
Q2 | $368K | Buy |
10,495
+845
| +9% | +$29.6K | 0.01% | 464 |
|
|
2024
Q1 | $271K | Buy |
9,650
+196
| +2% | +$5.51K | 0.01% | 541 |
|
|
2023
Q4 | $284K | Buy |
+9,454
| New | +$284K | 0.01% | 507 |
|
|
2023
Q3 | – | Sell |
-6,853
| Closed | -$210K | – | 631 |
|
|
2023
Q2 | $210K | Sell |
6,853
-508
| -7% | -$15.6K | 0.01% | 534 |
|
|
2023
Q1 | $216K | Buy |
+7,361
| New | +$216K | 0.01% | 530 |
|
|
2021
Q2 | – | Sell |
-3,998
| Closed | -$127K | – | 1007 |
|
|
2021
Q1 | $127K | Sell |
3,998
-573
| -13% | -$18.2K | 0.01% | 535 |
|
|
2020
Q4 | $112K | Sell |
4,571
-725
| -14% | -$17.8K | 0.01% | 524 |
|
|
2020
Q3 | $101K | Sell |
5,296
-192
| -3% | -$3.66K | 0.01% | 462 |
|
|
2020
Q2 | $96K | Sell |
5,488
-4,707
| -46% | -$82.3K | 0.01% | 499 |
|
|
2020
Q1 | $163K | Sell |
10,195
-695
| -6% | -$11.1K | 0.02% | 324 |
|
|
2019
Q4 | $224K | Sell |
10,890
-1,628
| -13% | -$33.5K | 0.02% | 299 |
|
|
2019
Q3 | $237K | Buy |
12,518
+2
| +0% | +$38 | 0.03% | 273 |
|
|
2019
Q2 | $260K | Buy |
12,516
+502
| +4% | +$10.4K | 0.03% | 242 |
|
|
2019
Q1 | $233K | Sell |
12,014
-876
| -7% | -$17K | 0.03% | 247 |
|
|
2018
Q4 | $264K | Sell |
12,890
-1,389
| -10% | -$28.4K | 0.04% | 221 |
|
|
2018
Q3 | $344K | Buy |
14,279
+77
| +0.5% | +$1.86K | 0.05% | 199 |
|
|
2018
Q2 | $338K | Buy |
14,202
+4,095
| +41% | +$97.5K | 0.05% | 210 |
|
|
2018
Q1 | $222K | Buy |
10,107
+3,573
| +55% | +$78.5K | 0.04% | 245 |
|
|
2017
Q4 | $137K | Buy |
6,534
+4,011
| +159% | +$84.1K | 0.02% | 291 |
|
|
2017
Q3 | $50K | Buy |
+2,523
| New | +$50K | 0.01% | 405 |
|