Walled Lake Planning & Wealth Management’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
49,140
+38
| +0.1% | +$929 | 0.39% | 44 |
|
|
2025
Q1 | $1.36M | Buy |
49,102
+32
| +0.1% | +$886 | 0.48% | 41 |
|
|
2024
Q4 | $1.6M | Buy |
49,070
+1,588
| +3% | +$51.8K | 0.6% | 37 |
|
|
2024
Q3 | $1.7M | Sell |
47,482
-1,439
| -3% | -$51.6K | 0.64% | 36 |
|
|
2024
Q2 | $1.71M | Sell |
48,921
-71
| -0.1% | -$2.49K | 0.7% | 35 |
|
|
2024
Q1 | $1.48M | Sell |
48,992
-149
| -0.3% | -$4.5K | 0.61% | 35 |
|
|
2023
Q4 | $1.48M | Sell |
49,141
-170
| -0.3% | -$5.12K | 0.69% | 33 |
|
|
2023
Q3 | $1.27M | Buy |
49,311
+25
| +0.1% | +$643 | 0.63% | 35 |
|
|
2023
Q2 | $1.51M | Buy |
49,286
+7,015
| +17% | +$215K | 0.74% | 32 |
|
|
2023
Q1 | $1.24M | Buy |
+42,271
| New | +$1.24M | 0.65% | 35 |
|
|
2022
Q4 | – | Sell |
-38,570
| Closed | -$961K | – | 66 |
|
|
2022
Q3 | $961K | Buy |
38,570
+19
| +0% | +$473 | 0.67% | 35 |
|
|
2022
Q2 | $1.26M | Buy |
38,551
+16
| +0% | +$525 | 0.87% | 32 |
|
|
2022
Q1 | $1.4M | Buy |
38,535
+9
| +0% | +$327 | 0.83% | 32 |
|
|
2021
Q4 | $1.45M | Sell |
38,526
-191
| -0.5% | -$7.19K | 0.84% | 33 |
|
|
2021
Q3 | $1.06M | Hold |
38,717
| – | – | 0.65% | 34 |
|
|
2021
Q2 | $1.17M | Buy |
38,717
+1,255
| +3% | +$37.9K | 0.76% | 33 |
|
|
2021
Q1 | $1.19M | Sell |
37,462
-796
| -2% | -$25.3K | 0.82% | 32 |
|
|
2020
Q4 | $941K | Sell |
38,258
-17,776
| -32% | -$437K | 0.71% | 31 |
|
|
2020
Q3 | $1.06M | Sell |
56,034
-1,778
| -3% | -$33.8K | 0.86% | 30 |
|
|
2020
Q2 | $1.01M | Buy |
57,812
+8
| +0% | +$139 | 0.84% | 29 |
|
|
2020
Q1 | $1M | Buy |
57,804
+3,161
| +6% | +$54.8K | 0.92% | 29 |
|
|
2019
Q4 | $1.12M | Buy |
+54,643
| New | +$1.12M | 0.81% | 28 |
|