Avantax Advisory Services’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $834K | Buy |
6,023
+1,180
| +24% | +$163K | ﹤0.01% | 1276 |
|
|
2025
Q1 | $774K | Buy |
4,843
+872
| +22% | +$139K | ﹤0.01% | 1225 |
|
|
2024
Q4 | $528K | Buy |
3,971
+73
| +2% | +$9.71K | ﹤0.01% | 1404 |
|
|
2024
Q3 | $529K | Sell |
3,898
-132
| -3% | -$17.9K | ﹤0.01% | 1375 |
|
|
2024
Q2 | $595K | Buy |
4,030
+2,344
| +139% | +$346K | ﹤0.01% | 1262 |
|
|
2024
Q1 | $257K | Sell |
1,686
-131
| -7% | -$20K | ﹤0.01% | 1393 |
|
|
2023
Q4 | $262K | Sell |
1,817
-17
| -0.9% | -$2.45K | ﹤0.01% | 1316 |
|
|
2023
Q3 | $281K | Sell |
1,834
-63
| -3% | -$9.64K | ﹤0.01% | 1235 |
|
|
2023
Q2 | $258K | Sell |
1,897
-24
| -1% | -$3.26K | ﹤0.01% | 1262 |
|
|
2023
Q1 | $254K | Buy |
1,921
+241
| +14% | +$31.9K | ﹤0.01% | 1244 |
|
|
2022
Q4 | $238K | Buy |
+1,680
| New | +$238K | ﹤0.01% | 1230 |
|