Buckingham Strategic Wealth’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $428K | Sell |
2,904
-44
| -1% | -$6.49K | ﹤0.01% | 504 |
|
|
2024
Q1 | $450K | Sell |
2,948
-67
| -2% | -$10.2K | ﹤0.01% | 487 |
|
|
2023
Q4 | $435K | Buy |
3,015
+74
| +3% | +$10.7K | 0.01% | 475 |
|
|
2023
Q3 | $450K | Buy |
2,941
+17
| +0.6% | +$2.6K | 0.01% | 443 |
|
|
2023
Q2 | $398K | Buy |
2,924
+128
| +5% | +$17.4K | 0.01% | 475 |
|
|
2023
Q1 | $397K | Hold |
2,796
| – | – | 0.01% | 432 |
|
|
2022
Q4 | $397K | Sell |
2,796
-105
| -4% | -$14.9K | 0.01% | 434 |
|
|
2022
Q3 | $316K | Buy |
2,901
+175
| +6% | +$19.1K | 0.01% | 458 |
|
|
2022
Q2 | $289K | Buy |
2,726
+34
| +1% | +$3.61K | 0.01% | 473 |
|
|
2022
Q1 | $288K | Sell |
2,692
-37
| -1% | -$3.96K | 0.01% | 479 |
|
|
2021
Q4 | $202K | Sell |
2,729
-63
| -2% | -$4.66K | ﹤0.01% | 566 |
|
|
2021
Q3 | $218K | Buy |
2,792
+70
| +3% | +$5.47K | ﹤0.01% | 547 |
|
|
2021
Q2 | $238K | Buy |
+2,722
| New | +$238K | 0.01% | 516 |
|