Atria Wealth Solutions’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,335
| Closed | -$213K | – | 1652 |
|
|
2025
Q1 | $213K | Buy |
+1,335
| New | +$213K | ﹤0.01% | 1672 |
|
|
2024
Q4 | – | Sell |
-3,314
| Closed | -$450K | – | 1995 |
|
|
2024
Q3 | $450K | Sell |
3,314
-12
| -0.4% | -$1.63K | ﹤0.01% | 1285 |
|
|
2024
Q2 | $491K | Buy |
+3,326
| New | +$491K | 0.01% | 1236 |
|
|
2023
Q4 | – | Sell |
-1,564
| Closed | -$239K | – | 1957 |
|
|
2023
Q3 | $239K | Sell |
1,564
-374
| -19% | -$57.2K | ﹤0.01% | 1557 |
|
|
2023
Q2 | $263K | Sell |
1,938
-171
| -8% | -$23.2K | ﹤0.01% | 1513 |
|
|
2023
Q1 | $279K | Buy |
2,109
+250
| +13% | +$33.1K | ﹤0.01% | 1455 |
|
|
2022
Q4 | $264K | Buy |
1,859
+19
| +1% | +$2.69K | ﹤0.01% | 1428 |
|
|
2022
Q3 | $201K | Sell |
1,840
-816
| -31% | -$88.9K | ﹤0.01% | 1550 |
|
|
2022
Q2 | $281K | Buy |
+2,656
| New | +$281K | 0.01% | 1223 |
|