IAA
HES
Independent Advisor Alliance’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
2,319
+202
| +10% | +$28K | 0.01% | 704 |
|
|
2025
Q1 | $338K | Buy |
2,117
+309
| +17% | +$49.4K | 0.01% | 627 |
|
|
2024
Q4 | $240K | Buy |
+1,808
| New | +$240K | ﹤0.01% | 1229 |
|
|
2024
Q2 | – | Sell |
-1,729
| Closed | -$264K | – | 721 |
|
|
2024
Q1 | $264K | Sell |
1,729
-107
| -6% | -$16.3K | 0.01% | 604 |
|
|
2023
Q4 | $265K | Hold |
1,836
| – | – | 0.01% | 578 |
|
|
2023
Q3 | $281K | Buy |
1,836
+148
| +9% | +$22.6K | 0.01% | 531 |
|
|
2023
Q2 | $229K | Sell |
1,688
-104
| -6% | -$14.1K | 0.01% | 584 |
|
|
2023
Q1 | $237K | Buy |
+1,792
| New | +$237K | 0.01% | 573 |
|
|
2022
Q2 | – | Sell |
-2,145
| Closed | -$230K | – | 658 |
|
|
2022
Q1 | $230K | Buy |
+2,145
| New | +$230K | 0.01% | 574 |
|