MAP
Moody Aldrich Partners’s Helmerich & Payne HP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-89,685
| Closed | -$3.25M | – | 227 |
|
|
2023
Q4 | $3.25M | Sell |
89,685
-53,639
| -37% | -$1.94M | 0.58% | 75 |
|
|
2023
Q3 | $6.04M | Buy |
143,324
+6,768
| +5% | +$285K | 1.14% | 29 |
|
|
2023
Q2 | $4.84M | Buy |
136,556
+41,938
| +44% | +$1.49M | 0.94% | 38 |
|
|
2023
Q1 | $3.38M | Sell |
94,618
-52,764
| -36% | -$1.89M | 0.68% | 63 |
|
|
2022
Q4 | $7.31M | Buy |
+147,382
| New | +$7.31M | 1.48% | 16 |
|
|
2021
Q3 | – | Sell |
-23,560
| Closed | -$769K | – | 175 |
|
|
2021
Q2 | $769K | Sell |
23,560
-16,713
| -41% | -$546K | 0.11% | 121 |
|
|
2021
Q1 | $1.09M | Buy |
40,273
+8,388
| +26% | +$226K | 0.16% | 119 |
|
|
2020
Q4 | $738K | Buy |
+31,885
| New | +$738K | 0.12% | 126 |
|