Wendell David Associates’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $472K | Hold |
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|
2025
Q2 | $393K | Hold |
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|
2025
Q1 | $296K | Hold |
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|
2024
Q4 | $410K | Hold |
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|
2024
Q3 | $393K | Hold |
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|
2024
Q2 | $406K | Hold |
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|
2024
Q1 | $340K | Hold |
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|
2023
Q4 | $326K | Hold |
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|
2023
Q3 | $334K | Hold |
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|
2023
Q2 | $323K | Hold |
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|
2023
Q1 | $306K | Hold |
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|
2022
Q4 | $306K | Hold |
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|
2022
Q3 | $230K | Hold |
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|
2022
Q2 | $255K | Sell |
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|
2022
Q1 | $464K | Hold |
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|
2021
Q4 | $438K | Buy |
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|
2021
Q3 | $395K | Hold |
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|
2021
Q2 | $404K | Hold |
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|
2021
Q1 | $436K | Hold |
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|
2020
Q4 | $328K | Hold |
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|
2020
Q3 | $260K | Hold |
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|
2020
Q2 | $270K | Hold |
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|
2020
Q1 | $269K | Hold |
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|
2019
Q4 | $439K | Hold |
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|
2019
Q3 | $420K | Hold |
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|
2019
Q2 | $414K | Hold |
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|
2019
Q1 | $427K | Hold |
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|
2018
Q4 | $366K | Hold |
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|
2018
Q3 | $452K | Hold |
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|
2018
Q2 | $405K | Hold |
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|
2018
Q1 | $486K | Hold |
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|
2017
Q4 | $398K | Hold |
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|
2017
Q3 | $407K | Sell |
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|
2017
Q2 | $460K | Sell |
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|
2017
Q1 | $663K | Hold |
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|
2016
Q4 | $647K | Buy |
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|
2016
Q3 | $632K | Hold |
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|
2016
Q2 | $500K | Hold |
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|
2016
Q1 | $500K | Hold |
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|
2015
Q4 | $417K | Buy |
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