CIA
HES
Concurrent Investment Advisors’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Buy |
2,252
+96
| +4% | +$13.3K | 0.01% | 1044 |
|
|
2025
Q1 | $344K | Buy |
2,156
+128
| +6% | +$20.4K | 0.01% | 861 |
|
|
2024
Q4 | $270K | Buy |
2,028
+2
| +0.1% | +$266 | 0.01% | 860 |
|
|
2024
Q3 | $275K | Buy |
2,026
+180
| +10% | +$24.4K | 0.01% | 805 |
|
|
2024
Q2 | $272K | Buy |
1,846
+51
| +3% | +$7.53K | 0.01% | 764 |
|
|
2024
Q1 | $274K | Sell |
1,795
-57
| -3% | -$8.7K | 0.01% | 693 |
|
|
2023
Q4 | $267K | Buy |
+1,852
| New | +$267K | 0.01% | 681 |
|