AE Wealth Management’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $618K | Buy |
4,464
+1,054
| +31% | +$146K | ﹤0.01% | 848 |
|
|
2025
Q1 | $545K | Sell |
3,410
-718
| -17% | -$115K | ﹤0.01% | 892 |
|
|
2024
Q4 | $549K | Buy |
4,128
+1,727
| +72% | +$230K | ﹤0.01% | 878 |
|
|
2024
Q3 | $326K | Sell |
2,401
-297
| -11% | -$40.3K | ﹤0.01% | 999 |
|
|
2024
Q2 | $398K | Buy |
2,698
+181
| +7% | +$26.7K | ﹤0.01% | 945 |
|
|
2024
Q1 | $384K | Sell |
2,517
-8,479
| -77% | -$1.29M | ﹤0.01% | 892 |
|
|
2023
Q4 | $1.59M | Sell |
10,996
-25,292
| -70% | -$3.65M | 0.01% | 983 |
|
|
2023
Q3 | $5.55M | Buy |
36,288
+2,947
| +9% | +$451K | 0.03% | 518 |
|
|
2023
Q2 | $4.53M | Buy |
33,341
+28,636
| +609% | +$3.89M | 0.03% | 566 |
|
|
2023
Q1 | $623K | Buy |
4,705
+541
| +13% | +$71.6K | ﹤0.01% | 1240 |
|
|
2022
Q4 | $590K | Buy |
4,164
+1,841
| +79% | +$261K | ﹤0.01% | 1214 |
|
|
2022
Q3 | $253K | Sell |
2,323
-183
| -7% | -$19.9K | ﹤0.01% | 1531 |
|
|
2022
Q2 | $265K | Sell |
2,506
-481
| -16% | -$50.9K | ﹤0.01% | 1485 |
|
|
2022
Q1 | $320K | Buy |
+2,987
| New | +$320K | ﹤0.01% | 1390 |
|