IWM
HES

Iams Wealth Management’s Hess HES Stock Holding History

Iams Wealth Management’s Portfolio HES Stock Details HES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
2025
Q2 		$291K Hold
2025
Q1 		$335K Hold
2024
Q4 		$279K Hold
2024
Q3 		$285K Hold
2024
Q2 		$310K Hold
2024
Q1 		$305K Hold
2023
Q4 		$303K Hold
2023
Q3 		$321K Buy
2023
Q2 		– Sell
2023
Q1 		$278K Buy