Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-6,036
Closed -$836K 1561
2025
Q2
$836K Sell
6,036
-329
-5% -$44.4K 0.01% 867
2025
Q1
$1.02M Buy
6,365
+619
+11% +$91K 0.01% 765
2024
Q4
$764K Buy
+5,746
New +$802K 0.01% 862
2017
Q3
Sell
-1,472
Closed -$64K 1472
2017
Q2
$64K Sell
1,472
-42
-3% -$1.96K ﹤0.01% 1439
2017
Q1
$72K Buy
1,514
+123
+9% +$6.51K ﹤0.01% 1371
2016
Q4
$84K Sell
1,391
-207
-13% -$11.3K ﹤0.01% 1375
2016
Q3
$85K Sell
1,598
-97
-6% -$5.2K ﹤0.01% 1288
2016
Q2
$101K Sell
1,695
-2,535
-60% -$147K ﹤0.01% 1117
2016
Q1
$221K Buy
4,230
+4,083
+2,778% +$180K 0.01% 799
2015
Q4
$7K Sell
147
-25
-15% -$1.42K ﹤0.01% 1963
2015
Q3
$8K Hold
172
﹤0.01% 1909
2015
Q2
$11K Buy
172
+42
+32% +$2.98K ﹤0.01% 1846
2015
Q1
$8K Sell
130
-29
-18% -$2.07K ﹤0.01% 1837
2014
Q4
$11K Sell
159
-2,450
-94% -$194K ﹤0.01% 1805
2014
Q3
$244K Buy
2,609
+23
+0.9% +$2.27K 0.01% 800
2014
Q2
$254K Sell
2,586
-15
-0.6% -$1.35K 0.01% 805
2014
Q1
$215K Buy
2,601
+138
+6% +$11K 0.01% 851
2013
Q4
$203K Sell
2,463
-89
-3% -$7.23K 0.01% 831
2013
Q3
$196K Buy
2,552
+265
+12% +$19.7K 0.01% 702
2013
Q2
$151K Buy
+2,287
New +$158K 0.01% 746

Other funds holding HES