CWA
HES
Clarus Wealth Advisors’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Hold |
1,551
| – | – | 0.11% | 83 |
|
|
2025
Q1 | $214K | Sell |
1,551
-1,633
| -51% | -$225K | 0.11% | 85 |
|
|
2024
Q4 | $461K | Sell |
3,184
-37
| -1% | -$5.36K | 0.23% | 81 |
|
|
2024
Q3 | $452K | Buy |
3,221
+229
| +8% | +$32.1K | 0.23% | 80 |
|
|
2024
Q2 | $442K | Buy |
2,992
+198
| +7% | +$29.2K | 0.23% | 80 |
|
|
2024
Q1 | $441K | Buy |
2,794
+286
| +11% | +$45.2K | 0.25% | 80 |
|
|
2023
Q4 | $344K | Buy |
+2,508
| New | +$344K | 0.2% | 92 |
|
|
2023
Q2 | $340K | Buy |
2,526
+145
| +6% | +$19.5K | 0.21% | 95 |
|
|
2023
Q1 | $335K | Buy |
2,381
+234
| +11% | +$33K | 0.21% | 95 |
|
|
2022
Q4 | $308K | Buy |
2,147
+274
| +15% | +$39.4K | 0.2% | 99 |
|
|
2022
Q3 | $237K | Buy |
+1,873
| New | +$237K | 0.17% | 98 |
|
|
2022
Q2 | – | Sell |
-2,014
| Closed | -$225K | – | 107 |
|
|
2022
Q1 | $225K | Sell |
2,014
-226
| -10% | -$25.2K | 0.14% | 94 |
|
|
2021
Q4 | $205K | Buy |
+2,240
| New | +$205K | 0.12% | 97 |
|
|
2019
Q3 | – | Sell |
-500
| Closed | -$32K | – | 315 |
|
|
2019
Q2 | $32K | Sell |
500
-575
| -53% | -$36.8K | 0.02% | 317 |
|
|
2019
Q1 | $65K | Hold |
1,075
| – | – | 0.05% | 254 |
|
|
2018
Q4 | $44K | Hold |
1,075
| – | – | 0.07% | 277 |
|
|
2018
Q3 | $77K | Hold |
1,075
| – | – | 0.05% | 236 |
|
|
2018
Q2 | $54K | Buy |
+1,075
| New | +$54K | 0.04% | 271 |
|