WBH Advisory’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
Sell
-14,937
Closed -$230K 346
2025
Q1
$230K Buy
+14,937
New +$230K 0.02% 302
2017
Q2
Sell
-20,485
Closed -$282K 229
2017
Q1
$282K Buy
20,485
+2,273
+12% +$31.3K 0.08% 191
2016
Q4
$244K Buy
18,212
+29
+0.2% +$389 0.08% 200
2016
Q3
$240K Buy
+18,183
New +$240K 0.08% 191