PJWM
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Philip James Wealth Mangement’s Helmerich & Payne HP Stock Holding History

Philip James Wealth Mangement’s Portfolio HP Stock Details HP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,486
Closed -$208K – 177
2024
Q4 		$208K Sell
6,486
-1,767
-21% -$56.6K 0.03% 164
2024
Q3 		$251K Buy
+8,253
New +$251K 0.03% 141