Institute for Wealth Management’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $1.03M | Sell |
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|
2025
Q1 | $1.19M | Sell |
|
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|
2024
Q4 | $992K | Hold |
|
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|
2024
Q3 | $1.01M | Hold |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $1.14M | Hold |
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|
2023
Q2 | $1.01M | Hold |
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|
2023
Q1 | $985K | Hold |
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|
2022
Q4 | $1.06M | Hold |
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|
2022
Q3 | $811K | Hold |
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|
2022
Q2 | $788K | Hold |
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|
2022
Q1 | $796K | Hold |
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|
2021
Q4 | $551K | Sell |
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|
2021
Q3 | $589K | Hold |
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|
2021
Q2 | $658K | Sell |
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|
2021
Q1 | $536K | Buy |
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|
2020
Q4 | $395K | Sell |
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|
2020
Q3 | $356K | Sell |
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|
2020
Q2 | $451K | Sell |
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|
2020
Q1 | $291K | Sell |
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|
2019
Q4 | $614K | Sell |
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|
2019
Q3 | $560K | Sell |
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|
2019
Q2 | $591K | Buy |
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|
2019
Q1 | $534K | Buy |
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|
2018
Q4 | $333K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $432K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $396K | Buy |
|