GJWM
Gilliland Jeter Wealth Management’s Helmerich & Payne HP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-6,600
| Closed | -$211K | – | 180 |
|
2024
Q4 | $211K | Sell |
6,600
-200
| -3% | -$6.4K | 0.07% | 163 |
|
2024
Q3 | $207K | Hold |
6,800
| – | – | 0.07% | 168 |
|
2024
Q2 | $246K | Hold |
6,800
| – | – | 0.08% | 152 |
|
2024
Q1 | $286K | Hold |
6,800
| – | – | 0.1% | 143 |
|
2023
Q4 | $246K | Buy |
+6,800
| New | +$246K | 0.1% | 148 |
|