CTWM
HES
Cherry Tree Wealth Management’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9
| Closed | -$1.44K | – | 665 |
|
|
2025
Q1 | $1.44K | Hold |
9
| – | – | ﹤0.01% | 654 |
|
|
2024
Q4 | $1.2K | Hold |
9
| – | – | ﹤0.01% | 566 |
|
|
2024
Q3 | $1.22K | Hold |
9
| – | – | ﹤0.01% | 555 |
|
|
2024
Q2 | $1.33K | Hold |
9
| – | – | ﹤0.01% | 535 |
|
|
2024
Q1 | $1.37K | Hold |
9
| – | – | ﹤0.01% | 528 |
|
|
2023
Q4 | $1.3K | Hold |
9
| – | – | ﹤0.01% | 530 |
|
|
2023
Q3 | $1.38K | Hold |
9
| – | – | ﹤0.01% | 510 |
|
|
2023
Q2 | $1.22K | Buy |
+9
| New | +$1.22K | ﹤0.01% | 528 |
|