Walled Lake Planning & Wealth Management’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $661K | Buy |
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|
2025
Q1 | $498K | Buy |
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|
2024
Q4 | $689K | Buy |
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|
2024
Q3 | $625K | Buy |
|
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|
2024
Q2 | $646K | Buy |
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|
2024
Q1 | $540K | Buy |
|
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|
2023
Q4 | $516K | Buy |
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|
2023
Q3 | $528K | Buy |
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|
2023
Q2 | $510K | Sell |
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|
2023
Q1 | $485K | Buy |
|
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $363K | Buy |
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|
2022
Q2 | $401K | Buy |
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|
2022
Q1 | $505K | Buy |
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|
2021
Q4 | $476K | Buy |
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|
2021
Q3 | $430K | Buy |
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|
2021
Q2 | $439K | Buy |
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|
2021
Q1 | $442K | Buy |
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|
2020
Q4 | $333K | Buy |
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|
2020
Q3 | $260K | Buy |
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|
2020
Q2 | $267K | Buy |
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|
2020
Q1 | $263K | Buy |
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|
2019
Q4 | $85K | Buy |
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