WR Wealth Planners’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $32K | Buy |
982
+127
| +15% | +$4.14K | 0.01% | 377 |
|
|
2024
Q3 | $30.7K | Buy |
855
+6
| +0.7% | +$215 | 0.01% | 416 |
|
|
2024
Q2 | $29.7K | Buy |
849
+243
| +40% | +$8.51K | 0.01% | 392 |
|
|
2024
Q1 | $18.3K | Buy |
+606
| New | +$18.3K | 0.01% | 469 |
|
|
2023
Q4 | – | Sell |
-331
| Closed | -$8.51K | – | 483 |
|
|
2023
Q3 | $8.51K | Hold |
331
| – | – | ﹤0.01% | 602 |
|
|
2023
Q2 | $10.2K | Sell |
331
-4,267
| -93% | -$131K | ﹤0.01% | 570 |
|
|
2023
Q1 | $135K | Buy |
4,598
+4,503
| +4,740% | +$132K | 0.06% | 203 |
|
|
2022
Q4 | $2.55K | Hold |
95
| – | – | ﹤0.01% | 380 |
|
|
2022
Q3 | $2.37K | Hold |
95
| – | – | ﹤0.01% | 377 |
|
|
2022
Q2 | $3.11K | Hold |
95
| – | – | ﹤0.01% | 388 |
|
|
2022
Q1 | $3.45K | Buy |
+95
| New | +$3.45K | ﹤0.01% | 386 |
|