Wealthspire Advisors (New York)’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Buy |
20,278
+1,545
| +8% | +$37.8K | ﹤0.01% | 539 |
|
|
2025
Q1 | $519K | Sell |
18,733
-1,472
| -7% | -$40.8K | ﹤0.01% | 504 |
|
|
2024
Q4 | $659K | Buy |
20,205
+311
| +2% | +$10.2K | 0.01% | 445 |
|
|
2024
Q3 | $714K | Sell |
19,894
-1,737
| -8% | -$62.3K | 0.01% | 429 |
|
|
2024
Q2 | $758K | Sell |
21,631
-1,478
| -6% | -$51.8K | 0.01% | 357 |
|
|
2024
Q1 | $699K | Sell |
23,109
-1,988
| -8% | -$60.1K | 0.01% | 366 |
|
|
2023
Q4 | $755K | Buy |
25,097
+1,141
| +5% | +$34.3K | 0.01% | 357 |
|
|
2023
Q3 | $616K | Buy |
23,956
+3,650
| +18% | +$93.8K | 0.01% | 355 |
|
|
2023
Q2 | $624K | Buy |
20,306
+737
| +4% | +$22.6K | 0.01% | 326 |
|
|
2023
Q1 | $575K | Sell |
19,569
-3,240
| -14% | -$95.1K | 0.01% | 333 |
|
|
2022
Q4 | $613K | Buy |
22,809
+3,351
| +17% | +$90.1K | 0.01% | 344 |
|
|
2022
Q3 | $485K | Sell |
19,458
-631
| -3% | -$15.7K | 0.01% | 338 |
|
|
2022
Q2 | $659K | Buy |
+20,089
| New | +$659K | 0.01% | 278 |
|
|
2022
Q1 | – | Sell |
-8,264
| Closed | -$311K | – | 487 |
|
|
2021
Q4 | $311K | Buy |
+8,264
| New | +$311K | 0.01% | 409 |
|
|
2021
Q2 | – | Sell |
-13,649
| Closed | -$433K | – | 503 |
|
|
2021
Q1 | $433K | Buy |
13,649
+3,021
| +28% | +$95.8K | 0.01% | 432 |
|
|
2020
Q4 | $261K | Buy |
+10,628
| New | +$261K | 0.01% | 481 |
|
|
2020
Q2 | – | Sell |
-12,335
| Closed | -$214K | – | 382 |
|
|
2020
Q1 | $214K | Buy |
+12,335
| New | +$214K | 0.01% | 471 |
|
|
2019
Q1 | – | Sell |
-1,249
| Closed | -$26K | – | 376 |
|
|
2018
Q4 | $26K | Buy |
+1,249
| New | +$26K | ﹤0.01% | 286 |
|