BCWM
HES
Bartlett & Co Wealth Management’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.4K | Buy |
602
+1
| +0.2% | +$139 | ﹤0.01% | 584 |
|
|
2025
Q1 | $96K | Buy |
601
+1
| +0.2% | +$160 | ﹤0.01% | 551 |
|
|
2024
Q4 | $79.8K | Hold |
600
| – | – | ﹤0.01% | 569 |
|
|
2024
Q3 | $81.5K | Hold |
600
| – | – | ﹤0.01% | 573 |
|
|
2024
Q2 | $88.5K | Sell |
600
-34
| -5% | -$5.02K | ﹤0.01% | 571 |
|
|
2024
Q1 | $96.8K | Buy |
634
+34
| +6% | +$5.19K | ﹤0.01% | 562 |
|
|
2023
Q4 | $87.1K | Hold |
600
| – | – | ﹤0.01% | 595 |
|
|
2023
Q3 | $91.8K | Hold |
600
| – | – | ﹤0.01% | 558 |
|
|
2023
Q2 | $81.6K | Buy |
+600
| New | +$81.6K | ﹤0.01% | 572 |
|
|
2022
Q3 | – | Sell |
-45
| Closed | -$4.77K | – | 1228 |
|
|
2022
Q2 | $4.77K | Buy |
+45
| New | +$4.77K | ﹤0.01% | 1024 |
|
|
2021
Q3 | – | Sell |
-13
| Closed | -$1.14K | – | 994 |
|
|
2021
Q2 | $1.14K | Hold |
13
| – | – | ﹤0.01% | 934 |
|
|
2021
Q1 | $920 | Hold |
13
| – | – | ﹤0.01% | 992 |
|
|
2020
Q4 | $686 | Buy |
+13
| New | +$686 | ﹤0.01% | 1110 |
|
|
2020
Q2 | – | Sell |
-156
| Closed | -$5.2K | – | 865 |
|
|
2020
Q1 | $5.2K | Buy |
+156
| New | +$5.2K | ﹤0.01% | 717 |
|
|
2019
Q4 | – | Sell |
-1,000
| Closed | -$60.5K | – | 871 |
|
|
2019
Q3 | $60.5K | Buy |
+1,000
| New | +$60.5K | ﹤0.01% | 489 |
|