Waverly Advisors’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 | $319K | Buy |
15,579
+638
| +4% | +$13K | ﹤0.01% | 943 |
|
|
2025
Q1 | $231K | Buy |
14,941
+1,772
| +13% | +$27.3K | ﹤0.01% | 1012 |
|
|
2024
Q4 | $281K | Buy |
+13,169
| New | +$281K | ﹤0.01% | 840 |
|
|
2018
Q1 | – | Sell |
-184
| Closed | -$3K | – | 267 |
|
|
2017
Q4 | $3K | Buy |
+184
| New | +$3K | ﹤0.01% | 378 |
|