Annis Gardner Whiting Capital Advisors’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.2K | Buy |
651
+7
| +1% | +$970 | 0.03% | 315 |
|
|
2025
Q1 | $103K | Buy |
644
+15
| +2% | +$2.4K | 0.04% | 270 |
|
|
2024
Q4 | $83.7K | Hold |
629
| – | – | 0.02% | 292 |
|
|
2024
Q3 | $85.4K | Sell |
629
-7
| -1% | -$951 | 0.02% | 309 |
|
|
2024
Q2 | $93.8K | Buy |
636
+7
| +1% | +$1.03K | 0.03% | 318 |
|
|
2024
Q1 | $96K | Buy |
629
+7
| +1% | +$1.07K | 0.03% | 287 |
|
|
2023
Q4 | $89.7K | Hold |
622
| – | – | 0.04% | 233 |
|
|
2023
Q3 | $95.2K | Buy |
+622
| New | +$95.2K | 0.05% | 218 |
|