Herold Advisors’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Hold |
1,500
| – | – | 0.04% | 293 |
|
|
2025
Q1 | $240K | Buy |
+1,500
| New | +$240K | 0.05% | 247 |
|
|
2024
Q4 | – | Sell |
-1,500
| Closed | -$204K | – | 278 |
|
|
2024
Q3 | $204K | Hold |
1,500
| – | – | 0.04% | 258 |
|
|
2024
Q2 | $221K | Hold |
1,500
| – | – | 0.05% | 242 |
|
|
2024
Q1 | $229K | Hold |
1,500
| – | – | 0.06% | 241 |
|
|
2023
Q4 | $216K | Hold |
1,500
| – | – | 0.06% | 230 |
|
|
2023
Q3 | $230K | Hold |
1,500
| – | – | 0.07% | 221 |
|
|
2023
Q2 | $204K | Buy |
+1,500
| New | +$204K | 0.06% | 231 |
|
|
2023
Q1 | – | Sell |
-1,500
| Closed | -$213K | – | 234 |
|
|
2022
Q4 | $213K | Buy |
+1,500
| New | +$213K | 0.09% | 195 |
|
|
2022
Q2 | – | Sell |
-1,500
| Closed | -$161K | – | 382 |
|
|
2022
Q1 | $161K | Buy |
+1,500
| New | +$161K | 0.06% | 225 |
|
|
2021
Q4 | – | Sell |
-1,300
| Closed | -$101K | – | 372 |
|
|
2021
Q3 | $101K | Buy |
+1,300
| New | +$101K | 0.04% | 277 |
|