Carson Wealth (CWM LLC)’s Helmerich & Payne HP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69K | Sell |
4,540
-1,131
| -20% | -$17.2K | ﹤0.01% | 3017 |
|
|
2025
Q1 | $148K | Buy |
5,671
+1,555
| +38% | +$40.6K | ﹤0.01% | 2108 |
|
|
2024
Q4 | $132K | Sell |
4,116
-629
| -13% | -$20.2K | ﹤0.01% | 2097 |
|
|
2024
Q3 | $144K | Sell |
4,745
-227
| -5% | -$6.89K | ﹤0.01% | 1948 |
|
|
2024
Q2 | $180K | Buy |
4,972
+1,990
| +67% | +$72K | ﹤0.01% | 1636 |
|
|
2024
Q1 | $125K | Sell |
2,982
-55
| -2% | -$2.31K | ﹤0.01% | 1752 |
|
|
2023
Q4 | $110K | Sell |
3,037
-74
| -2% | -$2.68K | ﹤0.01% | 1697 |
|
|
2023
Q3 | $131K | Sell |
3,111
-2,021
| -39% | -$85.1K | ﹤0.01% | 1489 |
|
|
2023
Q2 | $182K | Sell |
5,132
-572
| -10% | -$20.3K | ﹤0.01% | 1285 |
|
|
2023
Q1 | $204K | Buy |
5,704
+691
| +14% | +$24.7K | ﹤0.01% | 1191 |
|
|
2022
Q4 | $248K | Buy |
5,013
+2,033
| +68% | +$101K | ﹤0.01% | 1018 |
|
|
2022
Q3 | $110K | Sell |
2,980
-26
| -0.9% | -$960 | ﹤0.01% | 1294 |
|
|
2022
Q2 | $129K | Sell |
3,006
-240
| -7% | -$10.3K | ﹤0.01% | 1210 |
|
|
2022
Q1 | $139K | Buy |
3,246
+174
| +6% | +$7.45K | ﹤0.01% | 1191 |
|
|
2021
Q4 | $73K | Buy |
+3,072
| New | +$73K | ﹤0.01% | 1424 |
|
|
2021
Q2 | $98K | Hold |
2,993
| – | – | ﹤0.01% | 1145 |
|
|
2021
Q1 | $98K | Hold |
2,993
| – | – | ﹤0.01% | 1145 |
|
|
2020
Q4 | $98K | Hold |
2,993
| – | – | ﹤0.01% | 1145 |
|
|
2020
Q3 | $98K | Hold |
2,993
| – | – | ﹤0.01% | 1145 |
|
|
2020
Q2 | $98K | Hold |
2,993
| – | – | ﹤0.01% | 1145 |
|
|
2020
Q1 | $98K | Hold |
2,993
| – | – | ﹤0.01% | 1145 |
|
|
2019
Q4 | $98K | Hold |
2,993
| – | – | ﹤0.01% | 1145 |
|
|
2019
Q3 | $98K | Hold |
2,993
| – | – | ﹤0.01% | 1145 |
|
|
2019
Q2 | $98K | Hold |
2,993
| – | – | ﹤0.01% | 1145 |
|
|
2019
Q1 | $98K | Sell |
2,993
-5,193
| -63% | -$170K | ﹤0.01% | 1145 |
|
|
2018
Q4 | $392K | Sell |
8,186
-970
| -11% | -$46.5K | 0.01% | 486 |
|
|
2018
Q3 | $630K | Buy |
9,156
+520
| +6% | +$35.8K | 0.02% | 358 |
|
|
2018
Q2 | $551K | Buy |
8,636
+492
| +6% | +$31.4K | 0.02% | 325 |
|
|
2018
Q1 | $542K | Sell |
8,144
-319
| -4% | -$21.2K | 0.02% | 273 |
|
|
2017
Q4 | $547K | Sell |
8,463
-2,076
| -20% | -$134K | 0.02% | 262 |
|
|
2017
Q3 | $549K | Buy |
10,539
+318
| +3% | +$16.6K | 0.03% | 242 |
|
|
2017
Q2 | $555K | Buy |
10,221
+768
| +8% | +$41.7K | 0.03% | 233 |
|
|
2017
Q1 | $629K | Buy |
9,453
+559
| +6% | +$37.2K | 0.04% | 215 |
|
|
2016
Q4 | $688K | Buy |
8,894
+628
| +8% | +$48.6K | 0.04% | 197 |
|
|
2016
Q3 | $556K | Buy |
8,266
+348
| +4% | +$23.4K | 0.04% | 200 |
|
|
2016
Q2 | $532K | Sell |
7,918
-496
| -6% | -$33.3K | 0.04% | 194 |
|
|
2016
Q1 | $494K | Buy |
8,414
+2,730
| +48% | +$160K | 0.04% | 184 |
|
|
2015
Q4 | $304K | Buy |
5,684
+1,831
| +48% | +$97.9K | 0.03% | 198 |
|
|
2015
Q3 | $182K | Buy |
+3,853
| New | +$182K | 0.02% | 213 |
|
|
2015
Q1 | – | Sell |
-57,400
| Closed | -$3.87M | – | 182 |
|
|
2014
Q4 | $3.87M | Buy |
57,400
+1,300
| +2% | +$87.6K | 0.47% | 79 |
|
|
2014
Q3 | $5.49M | Buy |
56,100
+17,100
| +44% | +$1.67M | 0.8% | 37 |
|
|
2014
Q2 | $4.53M | Buy |
+39,000
| New | +$4.53M | 0.81% | 39 |
|
|
2014
Q1 | – | Sell |
-3,900
| Closed | -$328K | – | 277 |
|
|
2013
Q4 | $328K | Buy |
+3,900
| New | +$328K | 0.05% | 146 |
|