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Investment Planning Advisors, Inc. → HPQ
Investment Planning Advisors, Inc. HPQ Position History
HP Inc. • Technology
Quarters held
5
Latest value
$5.1M
Q3 2026
Peak value
$5.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.5M |
| Q4 2025 | $4.8M |
| Q1 2026 | $4.7M |
| Q2 2026 | $5.3M |
| Q3 2026 | $5.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.1M | 63.2K | — | — |
| Q2 2026 | $5.3M | 66.0K | — | — |
| Q1 2026 | $4.7M | 65.6K | — | — |
| Q4 2025 | $4.8M | 63.7K | — | — |
| Q3 2025 | $4.5M | 61.4K | — | — |