Waterfront Wealth’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.07M | Buy |
171,005
+10,830
| +7% | +$240K | 0.75% | 30 |
|
|
2025
Q4 | $3.41M | Sell |
160,175
-96
| -0.1% | -$2.26K | 0.65% | 43 |
|
|
2025
Q3 | $3.68M | Buy |
160,271
+1,283
| +0.8% | +$28.4K | 0.75% | 34 |
|
|
2025
Q2 | $3.25M | Sell |
158,988
-818
| -0.5% | -$13.7K | 0.73% | 36 |
|
|
2025
Q1 | $2.47M | Buy |
159,806
+30,108
| +23% | +$600K | 0.6% | 42 |
|
|
2024
Q4 | $2.77M | Buy |
129,698
+524
| +0.4% | +$11.1K | 0.67% | 39 |
|
|
2024
Q3 | $2.57M | Buy |
129,174
+26,233
| +25% | +$501K | 0.63% | 44 |
|
|
2024
Q2 | $2.18M | Buy |
102,941
+10,443
| +11% | +$192K | 0.59% | 48 |
|
|
2024
Q1 | $1.57M | Sell |
92,498
-63,812
| -41% | -$1.04M | 0.44% | 67 |
|
|
2023
Q4 | $2.65M | Buy |
156,310
+113
| +0.1% | +$1.84K | 0.78% | 30 |
|
|
2023
Q3 | $2.37M | Buy |
156,197
+9,733
| +7% | +$167K | 0.78% | 31 |
|
|
2023
Q2 | $2.57M | Buy |
146,464
+327
| +0.2% | +$5K | 0.76% | 31 |
|
|
2023
Q1 | $2.33M | Buy |
146,137
+2,751
| +2% | +$43.2K | 0.76% | 33 |
|
|
2022
Q4 | $2.31M | Buy |
143,386
+181
| +0.1% | +$2.67K | 0.8% | 34 |
|
|
2022
Q3 | $2.03M | Buy |
143,205
+9,068
| +7% | +$123K | 0.77% | 33 |
|
|
2022
Q2 | $1.78M | Buy |
134,137
+10,107
| +8% | +$153K | 0.72% | 34 |
|
|
2022
Q1 | $2M | Sell |
124,030
-11,514
| -8% | -$193K | 0.71% | 32 |
|
|
2021
Q4 | $2.14M | Buy |
135,544
+7,236
| +6% | +$109K | 0.85% | 30 |
|
|
2021
Q3 | $1.83M | Buy |
128,308
+6,124
| +5% | +$88.4K | 0.88% | 29 |
|
|
2021
Q2 | $1.78M | Buy |
122,184
+40,320
| +49% | +$637K | 0.84% | 34 |
|
|
2021
Q1 | $1.28M | Buy |
81,864
+2,110
| +3% | +$29.2K | 0.65% | 39 |
|
|
2020
Q4 | $945K | Buy |
+79,754
| New | +$837K | 0.67% | 33 |
|
Other funds holding HPE
VCM
VPM
EIM