Golden State 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 | $79.1K | Buy |
571
+6
| +1% | +$831 | 0.01% | 544 |
|
2025
Q1 | $90.2K | Buy |
565
+9
| +2% | +$1.44K | 0.01% | 473 |
|
2024
Q4 | $74K | Buy |
+556
| New | +$74K | 0.01% | 488 |
|
2019
Q4 | – | Sell |
-60
| Closed | -$4K | – | 422 |
|
2019
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 884 |
|
2019
Q2 | $3K | Sell |
60
-63
| -51% | -$3.15K | ﹤0.01% | 931 |
|
2019
Q1 | $7K | Buy |
+123
| New | +$7K | ﹤0.01% | 842 |
|