Waratah Capital Advisors’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,738
| Closed | -$440K | – | 167 |
|
|
2024
Q4 | $440K | Buy |
+13,738
| New | +$440K | 0.01% | 107 |
|
|
2024
Q2 | – | Sell |
-36,436
| Closed | -$1.53M | – | 118 |
|
|
2024
Q1 | $1.53M | Buy |
+36,436
| New | +$1.53M | 0.05% | 95 |
|
|
2023
Q1 | – | Sell |
-12,072
| Closed | -$598K | – | 171 |
|
|
2022
Q4 | $598K | Buy |
+12,072
| New | +$598K | 0.01% | 138 |
|
|
2018
Q4 | – | Sell |
-24,165
| Closed | -$1.66M | – | 122 |
|
|
2018
Q3 | $1.66M | Buy |
+24,165
| New | +$1.66M | 0.17% | 89 |
|