Wealth Architects’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,521
| Closed | -$200K | – | 191 |
|
|
2022
Q1 | $200K | Buy |
+5,521
| New | +$200K | 0.03% | 195 |
|
|
2020
Q1 | – | Sell |
-10,587
| Closed | -$218K | – | 137 |
|
|
2019
Q4 | $218K | Sell |
10,587
-7,399
| -41% | -$152K | 0.06% | 126 |
|
|
2019
Q3 | $340K | Sell |
17,986
-1,248
| -6% | -$23.6K | 0.1% | 90 |
|
|
2019
Q2 | $400K | Sell |
19,234
-1,257
| -6% | -$26.1K | 0.12% | 74 |
|
|
2019
Q1 | $398K | Sell |
20,491
-1,308
| -6% | -$25.4K | 0.12% | 71 |
|
|
2018
Q4 | $446K | Sell |
21,799
-1,262
| -5% | -$25.8K | 0.16% | 58 |
|
|
2018
Q3 | $594K | Sell |
23,061
-1,902
| -8% | -$49K | 0.18% | 52 |
|
|
2018
Q2 | $566K | Sell |
24,963
-2,120
| -8% | -$48.1K | 0.18% | 51 |
|
|
2018
Q1 | $594K | Sell |
27,083
-1,428
| -5% | -$31.3K | 0.2% | 47 |
|
|
2017
Q4 | $599K | Sell |
28,511
-810
| -3% | -$17K | 0.2% | 56 |
|
|
2017
Q3 | $585K | Sell |
29,321
-6
| -0% | -$120 | 0.2% | 57 |
|
|
2017
Q2 | $512K | Buy |
29,327
+2
| +0% | +$35 | 0.19% | 62 |
|
|
2017
Q1 | $524K | Buy |
29,325
+1
| +0% | +$18 | 0.21% | 56 |
|
|
2016
Q4 | $435K | Sell |
29,324
-8,993
| -23% | -$133K | 0.19% | 63 |
|
|
2016
Q3 | $595K | Buy |
38,317
+8
| +0% | +$124 | 0.28% | 46 |
|
|
2016
Q2 | $480K | Buy |
38,309
+2,413
| +7% | +$30.2K | 0.23% | 62 |
|
|
2016
Q1 | $442K | Sell |
35,896
-11,851
| -25% | -$146K | 0.22% | 62 |
|
|
2015
Q4 | $565K | Sell |
47,747
-13,127
| -22% | -$155K | 0.28% | 51 |
|
|
2015
Q3 | $708K | Buy |
+60,874
| New | +$708K | 0.38% | 39 |
|
|
2015
Q1 | – | Sell |
-13,089
| Closed | -$239K | – | 100 |
|
|
2014
Q4 | $239K | Buy |
+13,089
| New | +$239K | 0.14% | 87 |
|