Adams Wealth Management’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $757K | Buy |
28,979
+5,339
| +23% | +$139K | 0.15% | 82 |
|
|
2024
Q4 | $757K | Buy |
23,640
+3,978
| +20% | +$127K | 0.14% | 75 |
|
|
2024
Q3 | $598K | Buy |
19,662
+1,005
| +5% | +$30.6K | 0.13% | 80 |
|
|
2024
Q2 | $674K | Sell |
18,657
-4,509
| -19% | -$163K | 0.16% | 68 |
|
|
2024
Q1 | $974K | Sell |
23,166
-1,321
| -5% | -$55.6K | 0.24% | 62 |
|
|
2023
Q4 | $887K | Buy |
24,487
+1,363
| +6% | +$49.4K | 0.26% | 61 |
|
|
2023
Q3 | $975K | Sell |
23,124
-3,296
| -12% | -$139K | 0.33% | 51 |
|
|
2023
Q2 | $937K | Buy |
26,420
+1,307
| +5% | +$46.3K | 0.29% | 61 |
|
|
2023
Q1 | $898K | Buy |
25,113
+4,256
| +20% | +$152K | 0.29% | 62 |
|
|
2022
Q4 | $1.03M | Buy |
20,857
+813
| +4% | +$40.3K | 0.37% | 31 |
|
|
2022
Q3 | $741K | Sell |
20,044
-4,255
| -18% | -$157K | 0.28% | 38 |
|
|
2022
Q2 | $1.05M | Sell |
24,299
-2,087
| -8% | -$89.8K | 0.4% | 19 |
|
|
2022
Q1 | $1.13M | Sell |
26,386
-2,149
| -8% | -$92K | 0.37% | 18 |
|
|
2021
Q4 | $676K | Sell |
28,535
-3,526
| -11% | -$83.5K | 0.2% | 40 |
|
|
2021
Q3 | $879K | Sell |
32,061
-2,524
| -7% | -$69.2K | 0.33% | 24 |
|
|
2021
Q2 | $1.13M | Sell |
34,585
-1,607
| -4% | -$52.5K | 0.48% | 21 |
|
|
2021
Q1 | $976K | Sell |
36,192
-4,672
| -11% | -$126K | 0.45% | 25 |
|
|
2020
Q4 | $946K | Sell |
40,864
-2,225
| -5% | -$51.5K | 0.59% | 20 |
|
|
2020
Q3 | $631K | Buy |
43,089
+8,791
| +26% | +$129K | 0.49% | 36 |
|
|
2020
Q2 | $669K | Buy |
34,298
+8,725
| +34% | +$170K | 0.68% | 33 |
|
|
2020
Q1 | $400K | Buy |
25,573
+9,886
| +63% | +$155K | 0.5% | 40 |
|
|
2019
Q4 | $713K | Buy |
+15,687
| New | +$713K | 0.6% | 50 |
|