Cape Investment Advisory’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Buy |
805
+661
| +459% | +$91.5K | 0.04% | 247 |
|
|
2025
Q1 | $23K | Hold |
144
| – | – | 0.01% | 452 |
|
|
2024
Q4 | $19.1K | Buy |
144
+33
| +30% | +$4.38K | 0.01% | 486 |
|
|
2024
Q3 | $15.1K | Hold |
111
| – | – | 0.01% | 500 |
|
|
2024
Q2 | $16.4K | Sell |
111
-125
| -53% | -$18.4K | 0.01% | 449 |
|
|
2024
Q1 | $36K | Buy |
236
+11
| +5% | +$1.68K | 0.02% | 352 |
|
|
2023
Q4 | $32.4K | Buy |
+225
| New | +$32.4K | 0.02% | 436 |
|