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 |
|