Waldron Private Wealth’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,945
| Closed | -$294K | – | 354 |
|
|
2024
Q4 | $294K | Sell |
8,945
-1,692
| -16% | -$55.7K | 0.01% | 339 |
|
|
2024
Q3 | $382K | Buy |
10,637
+3,089
| +41% | +$111K | 0.02% | 291 |
|
|
2024
Q2 | $266K | Buy |
7,548
+227
| +3% | +$8.01K | 0.01% | 338 |
|
|
2024
Q1 | $223K | Buy |
7,321
+122
| +2% | +$3.72K | 0.01% | 375 |
|
|
2023
Q4 | $219K | Buy |
+7,199
| New | +$219K | 0.01% | 374 |
|
|
2022
Q3 | – | Sell |
-6,655
| Closed | -$219K | – | 383 |
|
|
2022
Q2 | $219K | Buy |
6,655
+548
| +9% | +$18K | 0.01% | 353 |
|
|
2022
Q1 | $223K | Buy |
6,107
+436
| +8% | +$15.9K | 0.01% | 369 |
|
|
2021
Q4 | $215K | Buy |
+5,671
| New | +$215K | 0.01% | 355 |
|
|
2017
Q2 | – | Sell |
-16,162
| Closed | -$288K | – | 171 |
|
|
2017
Q1 | $288K | Buy |
+16,162
| New | +$288K | 0.07% | 166 |
|