Venturi Wealth 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
Q1 | – | Sell |
-2,613
| Closed | -$55.8K | – | 1139 |
|
|
2024
Q4 | $55.8K | Sell |
2,613
-148
| -5% | -$3.16K | ﹤0.01% | 981 |
|
|
2024
Q3 | $56.5K | Buy |
2,761
+1,977
| +252% | +$40.5K | ﹤0.01% | 723 |
|
|
2024
Q2 | $16.6K | Buy |
784
+382
| +95% | +$8.09K | ﹤0.01% | 981 |
|
|
2024
Q1 | $7.13K | Sell |
402
-695
| -63% | -$12.3K | ﹤0.01% | 1002 |
|
|
2023
Q4 | $18.6K | Buy |
1,097
+215
| +24% | +$3.65K | ﹤0.01% | 715 |
|
|
2023
Q3 | $15.3K | Buy |
882
+842
| +2,105% | +$14.6K | ﹤0.01% | 703 |
|
|
2023
Q2 | $672 | Sell |
40
-339
| -89% | -$5.7K | ﹤0.01% | 1047 |
|
|
2023
Q1 | $6.04K | Buy |
+379
| New | +$6.04K | ﹤0.01% | 792 |
|