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SWM
Spire Wealth Management’s
Helmerich & Payne
HP
Stock Holding History
Spire 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
2026
Q1
$1.8K
Hold
50
–
–
﹤0.01%
2059
2025
Q4
$1.43K
Hold
50
–
–
﹤0.01%
2149
2025
Q3
$1.1K
Hold
50
–
–
﹤0.01%
2258
2025
Q2
$758
Hold
50
–
–
﹤0.01%
2322
2025
Q1
$1.31K
Hold
50
–
–
﹤0.01%
2343
2024
Q4
$1.6K
Hold
50
–
–
﹤0.01%
2292
2024
Q3
$1.52K
Hold
50
–
–
﹤0.01%
2043
2024
Q2
$1.81K
Hold
50
–
–
﹤0.01%
2025
2024
Q1
$2.1K
Hold
50
–
–
﹤0.01%
2085
2023
Q4
$1.67K
Hold
50
–
–
﹤0.01%
2180
2023
Q3
$2.11K
Hold
50
–
–
﹤0.01%
2130
2023
Q2
$1.77K
Hold
50
–
–
﹤0.01%
2221
2023
Q1
$1.79K
Hold
50
–
–
﹤0.01%
2286
2022
Q4
$2K
Hold
50
–
–
﹤0.01%
2051
2022
Q3
$2K
Sell
50
-507
-91%
-$21.3K
﹤0.01%
1952
2022
Q2
$24K
Buy
557
+7
+1%
+$325
﹤0.01%
1587
2022
Q1
$24K
Sell
550
-562
-51%
-$19.4K
﹤0.01%
1739
2021
Q4
$26K
Buy
1,112
+562
+102%
+$16K
﹤0.01%
2021
2021
Q3
$15K
Buy
550
+500
+1,000%
+$14K
﹤0.01%
1961
2021
Q2
$2K
Sell
50
-932
-95%
-$27.4K
﹤0.01%
2479
2021
Q1
$28K
Buy
+982
New
+$27.1K
﹤0.01%
2000
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$1.66T AUM
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1-Year Est. Return
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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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