WBI Investments’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 | $270K | Buy |
+13,198
| New | +$270K | 0.07% | 219 |
|
|
2025
Q1 | – | Sell |
-38,821
| Closed | -$829K | – | 262 |
|
|
2024
Q4 | $829K | Buy |
38,821
+15,161
| +64% | +$324K | 0.21% | 123 |
|
|
2024
Q3 | $484K | Buy |
+23,660
| New | +$484K | 0.12% | 175 |
|
|
2023
Q4 | – | Sell |
-127,916
| Closed | -$2.22M | – | 219 |
|
|
2023
Q3 | $2.22M | Buy |
+127,916
| New | +$2.22M | 0.45% | 65 |
|
|
2023
Q2 | – | Sell |
-74,138
| Closed | -$1.18M | – | 200 |
|
|
2023
Q1 | $1.18M | Buy |
+74,138
| New | +$1.18M | 0.24% | 103 |
|
|
2022
Q1 | – | Sell |
-263,747
| Closed | -$3.98M | – | 201 |
|
|
2021
Q4 | $3.98M | Buy |
+263,747
| New | +$3.98M | 0.64% | 36 |
|