DWM
HES
Drive Wealth Management’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,395
| Closed | -$223K | – | 354 |
|
|
2025
Q1 | $223K | Sell |
1,395
-2,608
| -65% | -$417K | 0.05% | 277 |
|
|
2024
Q4 | $532K | Sell |
4,003
-218
| -5% | -$29K | 0.13% | 124 |
|
|
2024
Q3 | $573K | Sell |
4,221
-378
| -8% | -$51.3K | 0.15% | 114 |
|
|
2024
Q2 | $678K | Buy |
4,599
+72
| +2% | +$10.6K | 0.18% | 97 |
|
|
2024
Q1 | $691K | Buy |
4,527
+81
| +2% | +$12.4K | 0.19% | 99 |
|
|
2023
Q4 | $641K | Buy |
4,446
+69
| +2% | +$9.95K | 0.21% | 97 |
|
|
2023
Q3 | $670K | Buy |
4,377
+200
| +5% | +$30.6K | 0.24% | 89 |
|
|
2023
Q2 | $568K | Sell |
4,177
-13
| -0.3% | -$1.77K | 0.21% | 98 |
|
|
2023
Q1 | $555K | Sell |
4,190
-2,430
| -37% | -$322K | 0.23% | 106 |
|
|
2022
Q4 | $939K | Buy |
6,620
+375
| +6% | +$53.2K | 0.47% | 47 |
|
|
2022
Q3 | $681K | Buy |
6,245
+515
| +9% | +$56.2K | 0.65% | 36 |
|
|
2022
Q2 | $607K | Buy |
5,730
+34
| +0.6% | +$3.6K | 0.55% | 46 |
|
|
2022
Q1 | $610K | Buy |
5,696
+51
| +0.9% | +$5.46K | 0.51% | 48 |
|
|
2021
Q4 | $418K | Buy |
+5,645
| New | +$418K | 0.37% | 78 |
|