Congress Wealth Management’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,750
| Closed | -$280K | – | 1192 |
|
|
2025
Q1 | $280K | Buy |
+1,750
| New | +$280K | ﹤0.01% | 952 |
|
|
2024
Q4 | – | Sell |
-1,725
| Closed | -$234K | – | 894 |
|
|
2024
Q3 | $234K | Sell |
1,725
-6
| -0.3% | -$815 | ﹤0.01% | 790 |
|
|
2024
Q2 | $255K | Buy |
1,731
+181
| +12% | +$26.7K | ﹤0.01% | 649 |
|
|
2024
Q1 | $237K | Sell |
1,550
-66
| -4% | -$10.1K | ﹤0.01% | 548 |
|
|
2023
Q4 | $233K | Buy |
1,616
+99
| +7% | +$14.3K | ﹤0.01% | 571 |
|
|
2023
Q3 | $232K | Buy |
1,517
+24
| +2% | +$3.67K | ﹤0.01% | 561 |
|
|
2023
Q2 | $203K | Buy |
+1,493
| New | +$203K | ﹤0.01% | 541 |
|