WRPWM
Werba Rubin Papier Wealth Management’s Hewlett Packard HPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Buy |
23,950
+1,842
| +8% | +$37.7K | 0.09% | 114 |
|
|
2025
Q1 | $341K | Sell |
22,108
-1,609
| -7% | -$24.8K | 0.07% | 127 |
|
|
2024
Q4 | $506K | Buy |
23,717
+134
| +0.6% | +$2.86K | 0.12% | 103 |
|
|
2024
Q3 | $483K | Buy |
23,583
+581
| +3% | +$11.9K | 0.11% | 105 |
|
|
2024
Q2 | $487K | Buy |
23,002
+7,329
| +47% | +$155K | 0.13% | 90 |
|
|
2024
Q1 | $278K | Buy |
15,673
+329
| +2% | +$5.84K | 0.08% | 111 |
|
|
2023
Q4 | $261K | Sell |
15,344
-1,923
| -11% | -$32.7K | 0.09% | 92 |
|
|
2023
Q3 | $301K | Buy |
17,267
+649
| +4% | +$11.3K | 0.11% | 85 |
|
|
2023
Q2 | $279K | Buy |
+16,618
| New | +$279K | 0.1% | 88 |
|