Avior Wealth Management’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,898
| Closed | -$782K | – | 729 |
|
|
2025
Q1 | $782K | Sell |
4,898
-6
| -0.1% | -$882 | 0.03% | 311 |
|
|
2024
Q4 | $652K | Buy |
4,904
+2
| +0% | +$279 | 0.02% | 376 |
|
|
2024
Q3 | $666K | Buy |
4,902
+8
| +0.2% | +$1.11K | 0.03% | 387 |
|
|
2024
Q2 | $722K | Sell |
4,894
-43
| -0.9% | -$6.59K | 0.03% | 341 |
|
|
2024
Q1 | $754K | Buy |
4,937
+4,925
| +41,042% | +$715K | 0.04% | 351 |
|
|
2023
Q4 | $1.73K | Hold |
12
| – | – | ﹤0.01% | 1324 |
|
|
2023
Q3 | $1.84K | Hold |
12
| – | – | ﹤0.01% | 1390 |
|
|
2023
Q2 | $1.63K | Hold |
12
| – | – | ﹤0.01% | 1371 |
|
|
2023
Q1 | $1.59K | Hold |
12
| – | – | ﹤0.01% | 1419 |
|
|
2022
Q4 | $1.7K | Hold |
12
| – | – | ﹤0.01% | 1063 |
|
|
2022
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1085 |
|
|
2022
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 997 |
|
|
2022
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 1034 |
|
|
2021
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 1145 |
|
|
2021
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 1105 |
|
|
2021
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 967 |
|
|
2021
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 1070 |
|
|
2020
Q4 | $0 | Sell |
12
-12
| -50% | -$545 | ﹤0.01% | 1017 |
|
|
2020
Q3 | $0 | Buy |
24
+12
| +100% | +$570 | ﹤0.01% | 965 |
|
|
2020
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 939 |
|
|
2020
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 827 |
|
|
2019
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 824 |
|
|
2019
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 815 |
|
|
2019
Q2 | $1K | Buy |
+12
| New | +$742 | ﹤0.01% | 784 |
|
Other funds holding HES
HI
PCM
FCM