Williams Jones Wealth Management’s HP HPQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.04M Hold
83,301
0.02% 189
2025
Q1
$2.31M Hold
83,301
0.03% 173
2024
Q4
$2.72M Sell
83,301
-666
-0.8% -$21.7K 0.03% 170
2024
Q3
$3.01M Sell
83,967
-740
-0.9% -$26.5K 0.04% 167
2024
Q2
$2.97M Sell
84,707
-666
-0.8% -$23.3K 0.04% 161
2024
Q1
$2.58M Sell
85,373
-1
-0% -$30 0.03% 171
2023
Q4
$2.57M Sell
85,374
-3,338
-4% -$100K 0.04% 173
2023
Q3
$2.28M Buy
88,712
+3
+0% +$77 0.04% 183
2023
Q2
$2.72M Sell
88,709
-14,328
-14% -$440K 0.04% 170
2023
Q1
$3.02M Sell
103,037
-207
-0.2% -$6.08K 0.05% 164
2022
Q4
$2.77M Buy
103,244
+206
+0.2% +$5.54K 0.05% 172
2022
Q3
$2.57M Sell
103,038
-833
-0.8% -$20.8K 0.04% 186
2022
Q2
$3.41M Buy
103,871
+77,038
+287% +$2.53M 0.06% 165
2022
Q1
$974K Buy
+26,833
New +$974K 0.01% 265
2019
Q4
Sell
-28,825
Closed -$545K 455
2019
Q3
$545K Buy
+28,825
New +$545K 0.01% 258