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BWM Planning’s Helmerich & Payne HP Stock Holding History

BWM Planning’s Portfolio HP Stock Details HP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$552K Sell
36,388
-6,044
-14% -$91.6K 0.19% 52
2025
Q1 		$1.11M Hold
42,432
– – 0.47% 37
2024
Q4 		$1.36M Hold
42,432
– – 0.59% 32
2024
Q3 		$1.29M Buy
+42,432
New +$1.29M 0.57% 35