Williams Jones Wealth Management’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Hold |
90,957
| – | – | 0.02% | 197 |
|
|
2025
Q1 | $1.4M | Hold |
90,957
| – | – | 0.02% | 212 |
|
|
2024
Q4 | $1.94M | Buy |
90,957
+4
| +0% | +$85 | 0.02% | 189 |
|
|
2024
Q3 | $1.86M | Hold |
90,953
| – | – | 0.02% | 200 |
|
|
2024
Q2 | $1.93M | Hold |
90,953
| – | – | 0.02% | 194 |
|
|
2024
Q1 | $1.61M | Hold |
90,953
| – | – | 0.02% | 214 |
|
|
2023
Q4 | $1.54M | Sell |
90,953
-3,310
| -4% | -$56.2K | 0.02% | 216 |
|
|
2023
Q3 | $1.64M | Sell |
94,263
-848
| -0.9% | -$14.7K | 0.03% | 206 |
|
|
2023
Q2 | $1.6M | Buy |
95,111
+579
| +0.6% | +$9.73K | 0.02% | 215 |
|
|
2023
Q1 | $1.51M | Hold |
94,532
| – | – | 0.02% | 227 |
|
|
2022
Q4 | $1.51M | Sell |
94,532
-1
| -0% | -$16 | 0.03% | 227 |
|
|
2022
Q3 | $1.13M | Sell |
94,533
-8,358
| -8% | -$100K | 0.02% | 253 |
|
|
2022
Q2 | $1.36M | Buy |
102,891
+77,192
| +300% | +$1.02M | 0.02% | 246 |
|
|
2022
Q1 | $429K | Buy |
+25,699
| New | +$429K | 0.01% | 371 |
|