Waverly Advisors’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $566K | Buy |
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|
2025
Q2 | $357K | Buy |
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|
2025
Q1 | $373K | Buy |
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|
2024
Q4 | $365K | Buy |
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|
2024
Q3 | $303K | Sell |
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|
2024
Q2 | $350K | Sell |
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|
2024
Q1 | $313K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $4K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $11K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $13K | Hold |
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|
2014
Q2 | $12K | Hold |
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|
2014
Q1 | $11K | Sell |
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|
2013
Q4 | $97K | Buy |
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|
2013
Q3 | $66K | Buy |
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