Waverly Advisors’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Buy |
14,590
+1,130
| +8% | +$27.6K | ﹤0.01% | 906 |
|
|
2025
Q1 | $373K | Buy |
13,460
+2,262
| +20% | +$62.6K | ﹤0.01% | 861 |
|
|
2024
Q4 | $365K | Buy |
11,198
+2,743
| +32% | +$89.5K | 0.01% | 762 |
|
|
2024
Q3 | $303K | Sell |
8,455
-1,529
| -15% | -$54.8K | 0.01% | 682 |
|
|
2024
Q2 | $350K | Sell |
9,984
-388
| -4% | -$13.6K | 0.01% | 630 |
|
|
2024
Q1 | $313K | Buy |
+10,372
| New | +$313K | 0.01% | 557 |
|
|
2018
Q1 | – | Sell |
-184
| Closed | -$4K | – | 268 |
|
|
2017
Q4 | $4K | Buy |
+184
| New | +$4K | ﹤0.01% | 372 |
|
|
2015
Q3 | – | Sell |
-771
| Closed | -$11K | – | 438 |
|
|
2015
Q2 | $11K | Buy |
+771
| New | +$11K | 0.01% | 265 |
|
|
2014
Q4 | – | Sell |
-782
| Closed | -$13K | – | 533 |
|
|
2014
Q3 | $13K | Hold |
782
| – | – | 0.01% | 417 |
|
|
2014
Q2 | $12K | Hold |
782
| – | – | 0.01% | 406 |
|
|
2014
Q1 | $11K | Sell |
782
-6,850
| -90% | -$96.4K | 0.01% | 402 |
|
|
2013
Q4 | $97K | Buy |
7,632
+663
| +10% | +$8.43K | 0.03% | 238 |
|
|
2013
Q3 | $66K | Buy |
+6,969
| New | +$66K | 0.03% | 203 |
|