IWA
HES
Icon Wealth Advisors’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,842
| Closed | -$378K | – | 502 |
|
|
2024
Q4 | $378K | Sell |
2,842
-14
| -0.5% | -$1.86K | 0.03% | 257 |
|
|
2024
Q3 | $388K | Sell |
2,856
-464
| -14% | -$63K | 0.03% | 248 |
|
|
2024
Q2 | $509K | Buy |
3,320
+1,201
| +57% | +$184K | 0.05% | 206 |
|
|
2024
Q1 | $323K | Sell |
2,119
-288
| -12% | -$44K | 0.03% | 269 |
|
|
2023
Q4 | $347K | Buy |
+2,407
| New | +$347K | 0.04% | 244 |
|