WealthPLAN Partners’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,224
| Closed | -$160K | – | 659 |
|
|
2023
Q2 | $160K | Sell |
5,224
-63
| -1% | -$1.94K | 0.02% | 330 |
|
|
2023
Q1 | $155K | Sell |
5,287
-1,403
| -21% | -$41.2K | 0.02% | 349 |
|
|
2022
Q4 | $203K | Buy |
+6,690
| New | +$203K | 0.01% | 373 |
|
|
2022
Q1 | $1.5M | Buy |
41,030
+2,323
| +6% | +$85.1K | 0.1% | 135 |
|
|
2021
Q4 | $1.42M | Buy |
38,707
+3,887
| +11% | +$143K | 0.09% | 144 |
|
|
2021
Q3 | $1.3M | Buy |
34,820
+6,434
| +23% | +$240K | 0.09% | 146 |
|
|
2021
Q2 | $854K | Buy |
28,386
+3,317
| +13% | +$99.8K | 0.06% | 168 |
|
|
2021
Q1 | $851K | Buy |
25,069
+5,972
| +31% | +$203K | 0.07% | 161 |
|
|
2020
Q4 | $496K | Buy |
19,097
+1,672
| +10% | +$43.4K | 0.04% | 215 |
|
|
2020
Q3 | $330K | Sell |
17,425
-131
| -0.7% | -$2.48K | 0.03% | 237 |
|
|
2020
Q2 | $323K | Buy |
+17,556
| New | +$323K | 0.03% | 226 |
|
|
2016
Q3 | $1.94K | Sell |
126
-205
| -62% | -$3.15K | ﹤0.01% | 857 |
|
|
2016
Q2 | $1.58K | Buy |
+331
| New | +$1.58K | ﹤0.01% | 2273 |
|
|
2015
Q4 | $1.49K | Buy |
+378
| New | +$1.49K | ﹤0.01% | 1514 |
|
|
2015
Q2 | $18K | Buy |
1,326
+910
| +219% | +$12.4K | 0.01% | 266 |
|
|
2015
Q1 | $6K | Buy |
+416
| New | +$6K | ﹤0.01% | 412 |
|