Institute for Wealth Management’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
7,435
-7
| -0.1% | -$970 | 0.11% | 187 |
|
|
2025
Q1 | $1.19M | Sell |
7,442
-14
| -0.2% | -$2.24K | 0.15% | 151 |
|
|
2024
Q4 | $992K | Hold |
7,456
| – | – | 0.12% | 172 |
|
|
2024
Q3 | $1.01M | Hold |
7,456
| – | – | 0.13% | 172 |
|
|
2024
Q2 | $1.1M | Buy |
7,456
+26
| +0.3% | +$3.84K | 0.15% | 154 |
|
|
2024
Q1 | $1.13M | Sell |
7,430
-6
| -0.1% | -$916 | 0.15% | 149 |
|
|
2023
Q4 | $1.07M | Sell |
7,436
-5
| -0.1% | -$721 | 0.17% | 140 |
|
|
2023
Q3 | $1.14M | Hold |
7,441
| – | – | 0.21% | 121 |
|
|
2023
Q2 | $1.01M | Hold |
7,441
| – | – | 0.17% | 138 |
|
|
2023
Q1 | $985K | Hold |
7,441
| – | – | 0.19% | 139 |
|
|
2022
Q4 | $1.06M | Hold |
7,441
| – | – | 0.22% | 120 |
|
|
2022
Q3 | $811K | Hold |
7,441
| – | – | 0.18% | 150 |
|
|
2022
Q2 | $788K | Hold |
7,441
| – | – | 0.15% | 166 |
|
|
2022
Q1 | $796K | Hold |
7,441
| – | – | 0.13% | 194 |
|
|
2021
Q4 | $551K | Sell |
7,441
-100
| -1% | -$7.41K | 0.09% | 269 |
|
|
2021
Q3 | $589K | Hold |
7,541
| – | – | 0.1% | 238 |
|
|
2021
Q2 | $658K | Sell |
7,541
-40
| -0.5% | -$3.49K | 0.12% | 213 |
|
|
2021
Q1 | $536K | Buy |
7,581
+91
| +1% | +$6.43K | 0.1% | 249 |
|
|
2020
Q4 | $395K | Sell |
7,490
-1,200
| -14% | -$63.3K | 0.08% | 296 |
|
|
2020
Q3 | $356K | Sell |
8,690
-17
| -0.2% | -$696 | 0.08% | 284 |
|
|
2020
Q2 | $451K | Sell |
8,707
-46
| -0.5% | -$2.38K | 0.11% | 251 |
|
|
2020
Q1 | $291K | Sell |
8,753
-438
| -5% | -$14.6K | 0.09% | 280 |
|
|
2019
Q4 | $614K | Sell |
9,191
-65
| -0.7% | -$4.34K | 0.14% | 215 |
|
|
2019
Q3 | $560K | Sell |
9,256
-35
| -0.4% | -$2.12K | 0.14% | 215 |
|
|
2019
Q2 | $591K | Buy |
9,291
+430
| +5% | +$27.4K | 0.13% | 230 |
|
|
2019
Q1 | $534K | Buy |
8,861
+627
| +8% | +$37.8K | 0.12% | 231 |
|
|
2018
Q4 | $333K | Buy |
+8,234
| New | +$333K | 0.14% | 187 |
|
|
2018
Q1 | – | Sell |
-9,003
| Closed | -$432K | – | 312 |
|
|
2017
Q4 | $432K | Buy |
+9,003
| New | +$432K | 0.1% | 250 |
|
|
2017
Q3 | – | Sell |
-9,129
| Closed | -$396K | – | 305 |
|
|
2017
Q2 | $396K | Buy |
+9,129
| New | +$396K | 0.11% | 263 |
|