CSWM
HES
Cassady Schiller Wealth Management’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $127K | Buy |
958
+3
| +0.3% | +$399 | 0.05% | 146 |
|
|
2024
Q3 | $130K | Hold |
955
| – | – | 0.05% | 144 |
|
|
2024
Q2 | $141K | Hold |
955
| – | – | 0.06% | 136 |
|
|
2024
Q1 | $146K | Hold |
955
| – | – | 0.07% | 136 |
|
|
2023
Q4 | $138K | Hold |
955
| – | – | 0.07% | 132 |
|
|
2023
Q3 | $146K | Hold |
955
| – | – | 0.08% | 125 |
|
|
2023
Q2 | $130K | Hold |
955
| – | – | 0.07% | 130 |
|
|
2023
Q1 | $126K | Hold |
955
| – | – | 0.06% | 130 |
|
|
2022
Q4 | $135K | Buy |
+955
| New | +$135K | 0.08% | 118 |
|
|
2022
Q1 | – | Sell |
-959
| Closed | -$71K | – | 313 |
|
|
2021
Q4 | $71K | Buy |
+959
| New | +$71K | 0.04% | 169 |
|