Walled Lake Planning & 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
Q2 | $661K | Buy |
32,345
+52
| +0.2% | +$1.06K | 0.22% | 59 |
|
|
2025
Q1 | $498K | Buy |
32,293
+33
| +0.1% | +$509 | 0.18% | 68 |
|
|
2024
Q4 | $689K | Buy |
32,260
+1,723
| +6% | +$36.8K | 0.26% | 58 |
|
|
2024
Q3 | $625K | Buy |
30,537
+36
| +0.1% | +$737 | 0.23% | 57 |
|
|
2024
Q2 | $646K | Buy |
30,501
+42
| +0.1% | +$889 | 0.26% | 48 |
|
|
2024
Q1 | $540K | Buy |
30,459
+46
| +0.2% | +$816 | 0.22% | 48 |
|
|
2023
Q4 | $516K | Buy |
30,413
+40
| +0.1% | +$679 | 0.24% | 45 |
|
|
2023
Q3 | $528K | Buy |
30,373
+39
| +0.1% | +$677 | 0.26% | 42 |
|
|
2023
Q2 | $510K | Sell |
30,334
-83
| -0.3% | -$1.39K | 0.25% | 42 |
|
|
2023
Q1 | $485K | Buy |
+30,417
| New | +$485K | 0.25% | 45 |
|
|
2022
Q4 | – | Sell |
-30,326
| Closed | -$363K | – | 65 |
|
|
2022
Q3 | $363K | Buy |
30,326
+52
| +0.2% | +$622 | 0.25% | 45 |
|
|
2022
Q2 | $401K | Buy |
30,274
+41
| +0.1% | +$543 | 0.28% | 44 |
|
|
2022
Q1 | $505K | Buy |
30,233
+31
| +0.1% | +$518 | 0.3% | 44 |
|
|
2021
Q4 | $476K | Buy |
30,202
+35
| +0.1% | +$552 | 0.28% | 48 |
|
|
2021
Q3 | $430K | Buy |
30,167
+36
| +0.1% | +$513 | 0.27% | 49 |
|
|
2021
Q2 | $439K | Buy |
30,131
+2,047
| +7% | +$29.8K | 0.29% | 44 |
|
|
2021
Q1 | $442K | Buy |
28,084
+23
| +0.1% | +$362 | 0.31% | 46 |
|
|
2020
Q4 | $333K | Buy |
28,061
+329
| +1% | +$3.9K | 0.25% | 51 |
|
|
2020
Q3 | $260K | Buy |
27,732
+331
| +1% | +$3.1K | 0.21% | 52 |
|
|
2020
Q2 | $267K | Buy |
27,401
+315
| +1% | +$3.07K | 0.22% | 49 |
|
|
2020
Q1 | $263K | Buy |
27,086
+21,744
| +407% | +$211K | 0.24% | 45 |
|
|
2019
Q4 | $85K | Buy |
+5,342
| New | +$85K | 0.06% | 95 |
|