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Planning Capital Management Corporation’s Helmerich & Payne HP Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$12.1K Buy
397
+117
+42% +$4.04K 0.01% 409
2024
Q2 		$10.1K Hold
280
– – 0.01% 406
2024
Q1 		$11.8K Buy
+280
New +$10.6K 0.01% 394

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Planning Capital Management Corporation's HP Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Helmerich & Payne (HP) stake by 42% in Q3 2024, buying an estimated $4.04K and bringing the position to 397 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #409.

Planning Capital Management Corporation first reported a position in HP in Q1 2024 and has held it in 3 quarters since. 386 funds tracked by Wall St. Rank hold HP as of Q3 2024.

  • Planning Capital Management Corporation held 397 shares of Helmerich & Payne worth $12.1K as of Q3 2024.
  • Planning Capital Management Corporation bought 117 Helmerich & Payne shares in Q3 2024, an estimated $4.04K.
  • Helmerich & Payne made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #409 holding.
  • Planning Capital Management Corporation first reported a position in Helmerich & Payne in Q1 2024 and has held it in 3 quarters since.
  • 386 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.