HB Wealth Management’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Sell |
6,268
-10,850
| -63% | -$1.5M | 0.01% | 561 |
|
|
2025
Q1 | $2.73M | Buy |
17,118
+958
| +6% | +$153K | 0.02% | 314 |
|
|
2024
Q4 | $2.15M | Buy |
16,160
+984
| +6% | +$131K | 0.02% | 270 |
|
|
2024
Q3 | $2.06M | Buy |
15,176
+547
| +4% | +$74.3K | 0.02% | 274 |
|
|
2024
Q2 | $2.16M | Buy |
14,629
+87
| +0.6% | +$12.8K | 0.03% | 250 |
|
|
2024
Q1 | $2.22M | Buy |
14,542
+693
| +5% | +$106K | 0.03% | 227 |
|
|
2023
Q4 | $2M | Buy |
13,849
+119
| +0.9% | +$17.2K | 0.03% | 228 |
|
|
2023
Q3 | $2.1M | Buy |
13,730
+641
| +5% | +$98.1K | 0.03% | 203 |
|
|
2023
Q2 | $1.78M | Buy |
13,089
+198
| +2% | +$26.9K | 0.03% | 219 |
|
|
2023
Q1 | $1.71M | Buy |
12,891
+3
| +0% | +$397 | 0.03% | 215 |
|
|
2022
Q4 | $1.83M | Buy |
+12,888
| New | +$1.83M | 0.03% | 206 |
|
|
2022
Q2 | – | Sell |
-11,559
| Closed | -$1.24M | – | 593 |
|
|
2022
Q1 | $1.24M | Buy |
+11,559
| New | +$1.24M | 0.02% | 243 |
|