Forum Financial 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 | $517K | Buy |
3,733
+389
| +12% | +$53.9K | 0.01% | 394 |
|
|
2025
Q1 | $534K | Buy |
3,344
+212
| +7% | +$33.9K | 0.01% | 343 |
|
|
2024
Q4 | $417K | Sell |
3,132
-145
| -4% | -$19.3K | 0.01% | 457 |
|
|
2024
Q3 | $445K | Sell |
3,277
-112
| -3% | -$15.2K | 0.01% | 367 |
|
|
2024
Q2 | $500K | Buy |
3,389
+421
| +14% | +$62.1K | 0.01% | 304 |
|
|
2024
Q1 | $453K | Hold |
2,968
| – | – | 0.01% | 355 |
|
|
2023
Q4 | $428K | Buy |
2,968
+137
| +5% | +$19.8K | 0.01% | 336 |
|
|
2023
Q3 | $433K | Hold |
2,831
| – | – | 0.01% | 317 |
|
|
2023
Q2 | $385K | Buy |
2,831
+28
| +1% | +$3.81K | 0.01% | 360 |
|
|
2023
Q1 | $371K | Hold |
2,803
| – | – | 0.01% | 340 |
|
|
2022
Q4 | $398K | Hold |
2,803
| – | – | 0.01% | 311 |
|
|
2022
Q3 | $305K | Hold |
2,803
| – | – | 0.01% | 336 |
|
|
2022
Q2 | $297K | Hold |
2,803
| – | – | 0.02% | 362 |
|
|
2022
Q1 | $300K | Hold |
2,803
| – | – | 0.01% | 393 |
|
|
2021
Q4 | $208K | Buy |
+2,803
| New | +$208K | 0.01% | 606 |
|