JFS Wealth Advisors’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.9K | Sell |
187
-2
| -1% | -$277 | ﹤0.01% | 605 |
|
|
2025
Q1 | $30.2K | Buy |
189
+11
| +6% | +$1.76K | ﹤0.01% | 572 |
|
|
2024
Q4 | $23.7K | Sell |
178
-5
| -3% | -$665 | ﹤0.01% | 604 |
|
|
2024
Q3 | $24.9K | Buy |
183
+5
| +3% | +$679 | ﹤0.01% | 599 |
|
|
2024
Q2 | $26.3K | Sell |
178
-3
| -2% | -$443 | ﹤0.01% | 542 |
|
|
2024
Q1 | $27.6K | Hold |
181
| – | – | ﹤0.01% | 550 |
|
|
2023
Q4 | $26.1K | Buy |
181
+15
| +9% | +$2.16K | ﹤0.01% | 529 |
|
|
2023
Q3 | $25.4K | Hold |
166
| – | – | ﹤0.01% | 494 |
|
|
2023
Q2 | $22.6K | Hold |
166
| – | – | ﹤0.01% | 517 |
|
|
2023
Q1 | $22K | Sell |
166
-13
| -7% | -$1.72K | ﹤0.01% | 514 |
|
|
2022
Q4 | $25.4K | Buy |
179
+5
| +3% | +$709 | ﹤0.01% | 482 |
|
|
2022
Q3 | $19K | Sell |
174
-31
| -15% | -$3.39K | ﹤0.01% | 583 |
|
|
2022
Q2 | $22K | Buy |
205
+88
| +75% | +$9.44K | ﹤0.01% | 571 |
|
|
2022
Q1 | $13K | Buy |
117
+80
| +216% | +$8.89K | ﹤0.01% | 712 |
|
|
2021
Q4 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 946 |
|
|
2020
Q1 | – | Sell |
-20
| Closed | -$1K | – | 526 |
|
|
2019
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 479 |
|
|
2019
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 475 |
|