Van Hulzen Asset Management’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 | – | Sell |
-13,511
| Closed | -$208K | – | 333 |
|
|
2025
Q1 | $208K | Sell |
13,511
-17,450
| -56% | -$269K | 0.02% | 290 |
|
|
2024
Q4 | $661K | Buy |
+30,961
| New | +$661K | 0.05% | 201 |
|
|
2023
Q3 | – | Sell |
-23,435
| Closed | -$394K | – | 311 |
|
|
2023
Q2 | $394K | Buy |
23,435
+117
| +0.5% | +$1.97K | 0.03% | 208 |
|
|
2023
Q1 | $371K | Buy |
23,318
+109
| +0.5% | +$1.73K | 0.03% | 204 |
|
|
2022
Q4 | $370K | Buy |
+23,209
| New | +$370K | 0.04% | 206 |
|
|
2020
Q4 | – | Sell |
-27,882
| Closed | -$261K | – | 297 |
|
|
2020
Q3 | $261K | Sell |
27,882
-168
| -0.6% | -$1.57K | 0.04% | 211 |
|
|
2020
Q2 | $273K | Sell |
28,050
-3,926
| -12% | -$38.2K | 0.04% | 199 |
|
|
2020
Q1 | $310K | Sell |
31,976
-2,361
| -7% | -$22.9K | 0.07% | 175 |
|
|
2019
Q4 | $545K | Buy |
34,337
+3,258
| +10% | +$51.7K | 0.11% | 134 |
|
|
2019
Q3 | $471K | Sell |
31,079
-2,071
| -6% | -$31.4K | 0.1% | 147 |
|
|
2019
Q2 | $496K | Buy |
33,150
+8,231
| +33% | +$123K | 0.11% | 137 |
|
|
2019
Q1 | $385K | Buy |
24,919
+10,816
| +77% | +$167K | 0.1% | 138 |
|
|
2018
Q4 | $186K | Sell |
14,103
-11,858
| -46% | -$156K | 0.05% | 212 |
|
|
2018
Q3 | $423K | Buy |
+25,961
| New | +$423K | 0.11% | 132 |
|
|
2016
Q4 | – | Sell |
-13,439
| Closed | -$178K | – | 147 |
|
|
2016
Q3 | $178K | Hold |
13,439
| – | – | 0.1% | 115 |
|
|
2016
Q2 | $143K | Hold |
13,439
| – | – | 0.08% | 117 |
|
|
2016
Q1 | $138K | Hold |
13,439
| – | – | 0.08% | 118 |
|
|
2015
Q4 | $119K | Buy |
+13,439
| New | +$119K | 0.07% | 123 |
|