CWM
Cadence Wealth Management’s Helmerich & Payne HP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $602K | Buy |
39,700
+17,559
| +79% | +$266K | 0.4% | 34 |
|
|
2025
Q1 | $578K | Buy |
22,141
+13,364
| +152% | +$349K | 0.43% | 26 |
|
|
2024
Q4 | $281K | Buy |
8,777
+363
| +4% | +$11.6K | 0.19% | 41 |
|
|
2024
Q3 | $256K | Buy |
8,414
+30
| +0.4% | +$913 | 0.21% | 38 |
|
|
2024
Q2 | $303K | Buy |
+8,384
| New | +$303K | 0.21% | 36 |
|