Bartlett & Co 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
Q3 | – | Sell |
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|
2025
Q2 | $83.4K | Buy |
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|
2025
Q1 | $96K | Buy |
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|
2024
Q4 | $79.8K | Hold |
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|
2024
Q3 | $81.5K | Hold |
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|
2024
Q2 | $88.5K | Sell |
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|
2024
Q1 | $96.8K | Buy |
|
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|
2023
Q4 | $87.1K | Hold |
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|
2023
Q3 | $91.8K | Hold |
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|
2023
Q2 | $81.6K | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $4.77K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.14K | Hold |
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|
2021
Q1 | $920 | Hold |
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|
2020
Q4 | $686 | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $5.2K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $60.5K | Buy |
|