IWM
HES
Iams Wealth Management’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Hold |
2,099
| – | – | 0.13% | 142 |
|
|
2025
Q1 | $335K | Hold |
2,099
| – | – | 0.15% | 131 |
|
|
2024
Q4 | $279K | Hold |
2,099
| – | – | 0.13% | 139 |
|
|
2024
Q3 | $285K | Hold |
2,099
| – | – | 0.14% | 126 |
|
|
2024
Q2 | $310K | Hold |
2,099
| – | – | 0.17% | 116 |
|
|
2024
Q1 | $305K | Hold |
2,099
| – | – | 0.19% | 98 |
|
|
2023
Q4 | $303K | Hold |
2,099
| – | – | 0.2% | 94 |
|
|
2023
Q3 | $321K | Buy |
+2,099
| New | +$321K | 0.22% | 94 |
|
|
2023
Q2 | – | Sell |
-2,099
| Closed | -$278K | – | 70 |
|
|
2023
Q1 | $278K | Buy |
+2,099
| New | +$278K | 0.23% | 88 |
|