Carson Wealth (CWM LLC)’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 | $1.41M | Buy |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $752K | Buy |
|
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|
2024
Q3 | $713K | Sell |
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|
2024
Q2 | $833K | Buy |
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|
2024
Q1 | $831K | Buy |
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|
2023
Q4 | $728K | Buy |
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|
2023
Q3 | $734K | Sell |
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|
2023
Q2 | $665K | Buy |
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|
2023
Q1 | $624K | Buy |
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|
2022
Q4 | $635K | Buy |
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|
2022
Q3 | $452K | Buy |
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|
2022
Q2 | $352K | Buy |
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|
2022
Q1 | $292K | Buy |
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|
2021
Q4 | $156K | Buy |
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|
2021
Q2 | $195K | Hold |
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|
2021
Q1 | $195K | Hold |
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|
2020
Q4 | $195K | Hold |
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|
2020
Q3 | $195K | Hold |
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|
2020
Q2 | $195K | Hold |
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|
2020
Q1 | $195K | Hold |
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|
2019
Q4 | $195K | Hold |
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|
2019
Q3 | $195K | Hold |
|
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|
2019
Q2 | $195K | Hold |
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|
2019
Q1 | $195K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $3K | Hold |
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|
2018
Q1 | $2K | Sell |
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|
2017
Q4 | $4K | Buy |
|
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|
2017
Q1 | – | Sell |
|
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|
2016
Q4 | $5K | Buy |
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|
2016
Q3 | $0 | Hold |
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|
2016
Q2 | $0 | Buy |
|
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|
2016
Q1 | – | Sell |
|
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|
2015
Q4 | $15K | Hold |
|
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|
2015
Q3 | $15K | Buy |
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|
2014
Q4 | – | Sell |
|
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|
2014
Q3 | $1.37M | Buy |
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|
2014
Q2 | $402K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $19K | Buy |
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|
2013
Q3 | $15K | Buy |
|