Northwestern Mutual 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Buy |
7,909
+6,483
| +455% | +$98.3K | ﹤0.01% | 1940 |
|
|
2025
Q1 | $37.2K | Buy |
1,426
+67
| +5% | +$1.75K | ﹤0.01% | 2281 |
|
|
2024
Q4 | $43.5K | Buy |
1,359
+303
| +29% | +$9.7K | ﹤0.01% | 2226 |
|
|
2024
Q3 | $32.1K | Buy |
1,056
+126
| +14% | +$3.84K | ﹤0.01% | 2310 |
|
|
2024
Q2 | $33.6K | Sell |
930
-208
| -18% | -$7.52K | ﹤0.01% | 2229 |
|
|
2024
Q1 | $47.9K | Sell |
1,138
-699
| -38% | -$29.4K | ﹤0.01% | 2098 |
|
|
2023
Q4 | $66.5K | Buy |
1,837
+621
| +51% | +$22.5K | ﹤0.01% | 1938 |
|
|
2023
Q3 | $51.3K | Hold |
1,216
| – | – | ﹤0.01% | 1964 |
|
|
2023
Q2 | $43.1K | Sell |
1,216
-517
| -30% | -$18.3K | ﹤0.01% | 2038 |
|
|
2023
Q1 | $62K | Hold |
1,733
| – | – | ﹤0.01% | 1870 |
|
|
2022
Q4 | $85.9K | Buy |
1,733
+672
| +63% | +$33.3K | ﹤0.01% | 1719 |
|
|
2022
Q3 | $39K | Buy |
1,061
+27
| +3% | +$992 | ﹤0.01% | 1984 |
|
|
2022
Q2 | $44K | Buy |
1,034
+390
| +61% | +$16.6K | ﹤0.01% | 1967 |
|
|
2022
Q1 | $27K | Buy |
644
+75
| +13% | +$3.14K | ﹤0.01% | 2179 |
|
|
2021
Q4 | $13K | Sell |
569
-1,795
| -76% | -$41K | ﹤0.01% | 2475 |
|
|
2021
Q3 | $65K | Buy |
2,364
+17
| +0.7% | +$467 | ﹤0.01% | 1799 |
|
|
2021
Q2 | $77K | Sell |
2,347
-857
| -27% | -$28.1K | ﹤0.01% | 1706 |
|
|
2021
Q1 | $87K | Hold |
3,204
| – | – | ﹤0.01% | 1539 |
|
|
2020
Q4 | $74K | Sell |
3,204
-312
| -9% | -$7.21K | ﹤0.01% | 1521 |
|
|
2020
Q3 | $52K | Sell |
3,516
-17
| -0.5% | -$251 | ﹤0.01% | 1489 |
|
|
2020
Q2 | $69K | Sell |
3,533
-265
| -7% | -$5.18K | ﹤0.01% | 1346 |
|
|
2020
Q1 | $60K | Buy |
3,798
+2,543
| +203% | +$40.2K | ﹤0.01% | 1313 |
|
|
2019
Q4 | $57K | Sell |
1,255
-765
| -38% | -$34.7K | ﹤0.01% | 1421 |
|
|
2019
Q3 | $81K | Buy |
2,020
+22
| +1% | +$882 | ﹤0.01% | 1236 |
|
|
2019
Q2 | $102K | Sell |
1,998
-9,870
| -83% | -$504K | ﹤0.01% | 1112 |
|
|
2019
Q1 | $660K | Sell |
11,868
-22
| -0.2% | -$1.22K | ﹤0.01% | 545 |
|
|
2018
Q4 | $571K | Buy |
11,890
+1,082
| +10% | +$52K | ﹤0.01% | 533 |
|
|
2018
Q3 | $695K | Sell |
10,808
-98
| -0.9% | -$6.3K | ﹤0.01% | 497 |
|
|
2018
Q2 | $695K | Sell |
10,906
-1,415
| -11% | -$90.2K | ﹤0.01% | 473 |
|
|
2018
Q1 | $821K | Buy |
12,321
+2,838
| +30% | +$189K | 0.01% | 432 |
|
|
2017
Q4 | $613K | Buy |
9,483
+9,448
| +26,994% | +$611K | ﹤0.01% | 474 |
|
|
2017
Q3 | $2K | Sell |
35
-333
| -90% | -$19K | ﹤0.01% | 1977 |
|
|
2017
Q2 | $20K | Buy |
368
+270
| +276% | +$14.7K | ﹤0.01% | 1393 |
|
|
2017
Q1 | $7K | Sell |
98
-189
| -66% | -$13.5K | ﹤0.01% | 1648 |
|
|
2016
Q4 | $23K | Buy |
+287
| New | +$23K | ﹤0.01% | 1307 |
|
|
2016
Q3 | – | Sell |
-1,385
| Closed | -$92K | – | 756 |
|
|
2016
Q2 | $92K | Sell |
1,385
-1,838
| -57% | -$122K | ﹤0.01% | 750 |
|
|
2016
Q1 | $193K | Buy |
3,223
+843
| +35% | +$50.5K | ﹤0.01% | 574 |
|
|
2015
Q4 | $129K | Buy |
2,380
+360
| +18% | +$19.5K | ﹤0.01% | 587 |
|
|
2015
Q3 | $95K | Buy |
2,020
+121
| +6% | +$5.69K | ﹤0.01% | 594 |
|
|
2015
Q2 | $134K | Buy |
1,899
+40
| +2% | +$2.82K | ﹤0.01% | 500 |
|
|
2015
Q1 | $127K | Buy |
1,859
+1,531
| +467% | +$105K | ﹤0.01% | 497 |
|
|
2014
Q4 | $22K | Buy |
+328
| New | +$22K | ﹤0.01% | 860 |
|
|
2014
Q3 | – | Sell |
-2,436
| Closed | -$283K | – | 1394 |
|
|
2014
Q2 | $283K | Buy |
2,436
+1,274
| +110% | +$148K | 0.01% | 344 |
|
|
2014
Q1 | $125K | Buy |
+1,162
| New | +$125K | 0.01% | 446 |
|
|
2013
Q4 | – | Sell |
-389
| Closed | -$26K | – | 1458 |
|
|
2013
Q3 | $26K | Buy |
389
+110
| +39% | +$7.35K | ﹤0.01% | 687 |
|
|
2013
Q2 | $18K | Buy |
+279
| New | +$18K | ﹤0.01% | 732 |
|