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NWM
Nicola Wealth Management’s
Helmerich & Payne
HP
Stock Holding History
Nicola Wealth Management’s Portfolio
HP Stock Details
HP Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
–
Sell
-25,900
Closed
-$572K
–
69
2025
Q3
$572K
Hold
25,900
–
–
0.05%
65
2025
Q2
$393K
Hold
25,900
–
–
0.04%
103
2025
Q1
$677K
Hold
25,900
–
–
0.07%
109
2024
Q4
$1.19M
Hold
25,900
–
–
0.11%
99
2024
Q3
$1.07M
Hold
25,900
–
–
0.08%
102
2024
Q2
$1.28M
Hold
25,900
–
–
0.11%
103
2024
Q1
$1.48M
Hold
25,900
–
–
0.14%
98
2023
Q4
$1.24M
Hold
25,900
–
–
0.13%
102
2023
Q3
$1.48M
Hold
25,900
–
–
0.16%
101
2023
Q2
$1.22M
Hold
25,900
–
–
0.12%
97
2023
Q1
$1.25M
Hold
25,900
–
–
0.12%
100
2022
Q4
$1.74M
Buy
25,900
+9,000
+53%
+$428K
0.18%
105
2022
Q3
$856K
Buy
16,900
+9,000
+114%
+$379K
0.09%
121
2022
Q2
$438K
Buy
+7,900
New
+$367K
0.04%
134
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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