AWM
HES
Avitas Wealth Management’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2M | Sell |
15,049
-95
| -0.6% | -$12.6K | 0.28% | 91 |
|
|
2024
Q3 | $2.06M | Sell |
15,144
-146
| -1% | -$19.8K | 0.29% | 95 |
|
|
2024
Q2 | $2.26M | Sell |
15,290
-2,601
| -15% | -$384K | 0.33% | 79 |
|
|
2024
Q1 | $2.73M | Sell |
17,891
-245
| -1% | -$37.4K | 0.41% | 59 |
|
|
2023
Q4 | $2.61M | Buy |
18,136
+2,641
| +17% | +$381K | 0.44% | 61 |
|
|
2023
Q3 | $2.37M | Sell |
15,495
-323
| -2% | -$49.4K | 0.45% | 62 |
|
|
2023
Q2 | $2.15M | Sell |
15,818
-87
| -0.5% | -$11.8K | 0.39% | 74 |
|
|
2023
Q1 | $2.1M | Sell |
15,905
-115
| -0.7% | -$15.2K | 0.41% | 68 |
|
|
2022
Q4 | $2.27M | Buy |
16,020
+92
| +0.6% | +$13K | 0.48% | 63 |
|
|
2022
Q3 | $1.74M | Buy |
15,928
+206
| +1% | +$22.5K | 0.4% | 78 |
|
|
2022
Q2 | $1.67M | Buy |
+15,722
| New | +$1.67M | 0.36% | 90 |
|