CCWM
HES
Cassaday & Co Wealth Management’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Buy |
3,229
+52
| +2% | +$7.21K | 0.01% | 219 |
|
|
2025
Q1 | $508K | Sell |
3,177
-207
| -6% | -$33.1K | 0.01% | 198 |
|
|
2024
Q4 | $450K | Buy |
3,384
+118
| +4% | +$15.7K | 0.01% | 203 |
|
|
2024
Q3 | $444K | Buy |
3,266
+78
| +2% | +$10.6K | 0.01% | 198 |
|
|
2024
Q2 | $470K | Sell |
3,188
-4
| -0.1% | -$590 | 0.01% | 178 |
|
|
2024
Q1 | $487K | Sell |
3,192
-35
| -1% | -$5.34K | 0.02% | 173 |
|
|
2023
Q4 | $465K | Buy |
+3,227
| New | +$465K | 0.02% | 166 |
|