Carolinas Wealth Consulting’s Helmerich & Payne HP Stock Holding History

Carolinas Wealth Consulting’s Portfolio HP Stock Details HP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-60	Closed	-$1.57K	–	410
2025 Q1	$1.57K	Hold	60	–	–	﹤0.01%	847
2024 Q4	$1.92K	Buy	+60	New	+$2.04K	﹤0.01%	838
2024 Q3	–	Sell	-70	Closed	-$2.53K	–	1072
2024 Q2	$2.53K	Buy	70 +3	+4%	+$115	﹤0.01%	756
2024 Q1	$2.82K	Sell	67 -32	-32%	-$1.21K	﹤0.01%	736
2023 Q4	$3.57K	Buy	99 +19	+24%	+$735	﹤0.01%	666
2023 Q3	$3.18K	Buy	80 +23	+40%	+$961	﹤0.01%	678
2023 Q2	$2.02K	Buy	+57	New	+$1.94K	﹤0.01%	808
2020 Q3	–	Sell	-12	Closed	–	–	963
2020 Q2	$0	Buy	+12	New	+$234	﹤0.01%	684

Other funds holding HP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's HP Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Helmerich & Payne (HP) in Q2 2025, closing a stake of 60 shares — an estimated $1.57K sold.

Carolinas Wealth Consulting first reported a position in HP in Q2 2020 and held it in 8 quarters. The position peaked at $3.57K in Q4 2023. 341 funds tracked by Wall St. Rank hold HP as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Helmerich & Payne position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 60 Helmerich & Payne shares in Q2 2025, an estimated $1.57K.
Carolinas Wealth Consulting first reported a position in Helmerich & Payne in Q2 2020 and held it in 8 quarters.
Carolinas Wealth Consulting's Helmerich & Payne position peaked at $3.57K in Q4 2023.
341 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.