Concurrent Investment Advisors’s Hess HES Stock Holding History

Concurrent Investment Advisors’s Portfolio HES Stock Details HES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$312K	Buy
2025 Q1	$344K	Buy
2024 Q4	$270K	Buy
2024 Q3	$275K	Buy
2024 Q2	$272K	Buy
2024 Q1	$274K	Sell
2023 Q4	$267K	Buy