Moran Wealth Management’s Helmerich & Payne HP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-65,545
Closed -$2.37M 415
2024
Q2
$2.37M Buy
65,545
+669
+1% +$24.2K 0.08% 240
2024
Q1
$2.73M Buy
64,876
+4,677
+8% +$197K 0.09% 233
2023
Q4
$2.18M Buy
60,199
+1,243
+2% +$45K 0.08% 245
2023
Q3
$2.49M Buy
58,956
+395
+0.7% +$16.7K 0.1% 202
2023
Q2
$2.08M Buy
58,561
+2,352
+4% +$83.4K 0.08% 225
2023
Q1
$2.01M Buy
56,209
+16,625
+42% +$594K 0.08% 219
2022
Q4
$1.96M Buy
+39,584
New +$1.96M 0.07% 215