WMG Financial Advisors’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,835
| Closed | -$281K | – | 178 |
|
|
2024
Q3 | $281K | Hold |
7,835
| – | – | 0.13% | 119 |
|
|
2024
Q2 | $274K | Buy |
7,835
+315
| +4% | +$11K | 0.15% | 108 |
|
|
2024
Q1 | $227K | Buy |
7,520
+241
| +3% | +$7.28K | 0.13% | 124 |
|
|
2023
Q4 | $219K | Buy |
+7,279
| New | +$219K | 0.14% | 108 |
|
|
2023
Q3 | – | Sell |
-7,277
| Closed | -$223K | – | 112 |
|
|
2023
Q2 | $223K | Buy |
7,277
+1
| +0% | +$31 | 0.16% | 106 |
|
|
2023
Q1 | $214K | Buy |
+7,276
| New | +$214K | 0.18% | 102 |
|
|
2022
Q3 | – | Sell |
-7,720
| Closed | -$252K | – | 145 |
|
|
2022
Q2 | $252K | Sell |
7,720
-255
| -3% | -$8.32K | 0.22% | 107 |
|
|
2022
Q1 | $288K | Buy |
7,975
+32
| +0.4% | +$1.16K | 0.21% | 118 |
|
|
2021
Q4 | $301K | Buy |
+7,943
| New | +$301K | 0.23% | 114 |
|