EP Wealth Advisors’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Buy |
3,268
+446
| +16% | +$61.8K | ﹤0.01% | 823 |
|
|
2025
Q1 | $451K | Buy |
+2,822
| New | +$451K | ﹤0.01% | 744 |
|
|
2022
Q3 | – | Sell |
-2,563
| Closed | -$272K | – | 453 |
|
|
2022
Q2 | $272K | Buy |
2,563
+118
| +5% | +$12.5K | 0.01% | 502 |
|
|
2022
Q1 | $262K | Buy |
+2,445
| New | +$262K | 0.01% | 514 |
|
|
2021
Q3 | – | Sell |
-2,523
| Closed | -$220K | – | 544 |
|
|
2021
Q2 | $220K | Buy |
+2,523
| New | +$220K | 0.01% | 498 |
|