Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
HP holding history
Helmerich & Payne, Inc. in every 13F filed by Transform Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
HP overviewAll 13F holders of HPFull Q1 2025 holdings
- Shares (Q1 2024)
- 0
- Sold out in Q1 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 0 | $0 | 0.0% | −8,833−100.0% | Sold out | Holders |
| Q4 2023 | 8,833 | $319.9K | <0.1% | −86−1.0% | Reduced | Holders |
| Q3 2023 | 8,919 | $376.0K | <0.1% | +354+4.1% | Added | Holders |
| Q2 2023 | 8,565 | $303.6K | <0.1% | +201+2.4% | Added | Holders |
| Q1 2023 | 8,364 | $299.0K | <0.1% | +8,364 | New | Holders |