Caldwell Trust’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 | $83.1K | Hold |
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|
2025
Q1 | $95.8K | Hold |
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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 | Hold |
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|
2024
Q1 | $91.6K | Hold |
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|
2023
Q4 | $86.5K | Hold |
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|
2023
Q3 | $91.8K | Hold |
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|
2023
Q2 | $81.6K | Hold |
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|
2023
Q1 | $79.4K | Hold |
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|
2022
Q4 | $85.1K | Hold |
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|
2022
Q3 | $65.4K | Hold |
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|
2022
Q2 | $63.6K | Hold |
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|
2022
Q1 | $64.2K | Hold |
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|
2021
Q4 | $44.4K | Hold |
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|
2021
Q3 | $46.9K | Hold |
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|
2021
Q2 | $52.4K | Hold |
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|
2021
Q1 | $42.5K | Hold |
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|
2020
Q4 | $31.7K | Hold |
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|
2020
Q3 | $24.6K | Hold |
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|
2020
Q2 | $31.1K | Hold |
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|
2020
Q1 | $20K | Hold |
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|
2019
Q4 | $40.1K | Buy |
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