Bartlett & Co 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 Q2	$7.58K	Hold	500	–	–	﹤0.01%	945
2025 Q1	$13.1K	Hold	500	–	–	﹤0.01%	887
2024 Q4	$16K	Hold	500	–	–	﹤0.01%	843
2024 Q3	$15.2K	Hold	500	–	–	﹤0.01%	858
2024 Q2	$18.1K	Hold	500	–	–	﹤0.01%	828
2024 Q1	$21K	Hold	500	–	–	﹤0.01%	811
2023 Q4	$18.2K	Hold	500	–	–	﹤0.01%	897
2023 Q3	$21.1K	Hold	500	–	–	﹤0.01%	817
2023 Q2	$17.7K	Hold	500	–	–	﹤0.01%	844
2023 Q1	$17.9K	Sell	500 -4	-0.8%	-$143	﹤0.01%	730
2022 Q4	$25K	Hold	504	–	–	﹤0.01%	680
2022 Q3	$18.6K	Hold	504	–	–	﹤0.01%	718
2022 Q2	$21.7K	Hold	504	–	–	﹤0.01%	718
2022 Q1	$21.6K	Buy	+504	New	+$21.6K	﹤0.01%	726
2021 Q4	–	Sell	-500	Closed	-$13.7K	–	605
2021 Q3	$13.7K	Hold	500	–	–	﹤0.01%	673
2021 Q2	$16.3K	Hold	500	–	–	﹤0.01%	644
2021 Q1	$13.5K	Hold	500	–	–	﹤0.01%	705
2020 Q4	$11.6K	Sell	500 -1,000	-67%	-$23.2K	﹤0.01%	720
2020 Q3	$22K	Hold	1,500	–	–	﹤0.01%	609
2020 Q2	$29.3K	Sell	1,500 -1,600	-52%	-$31.2K	﹤0.01%	561
2020 Q1	$48.5K	Buy	3,100 +300	+11%	+$4.7K	﹤0.01%	467
2019 Q4	$127K	Hold	2,800	–	–	﹤0.01%	385
2019 Q3	$112K	Sell	2,800 -304	-10%	-$12.2K	﹤0.01%	388
2019 Q2	$157K	Buy	3,104 +4	+0.1%	+$202	0.01%	275
2019 Q1	$172K	Hold	3,100	–	–	0.01%	263
2018 Q4	$149K	Hold	3,100	–	–	0.01%	275
2018 Q3	$213K	Hold	3,100	–	–	0.01%	253
2018 Q2	$198K	Hold	3,100	–	–	0.01%	253
2018 Q1	$206K	Buy	+3,100	New	+$206K	0.01%	250