Laird Norton Wetherby 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 |
-4,202
| Closed | -$582K | – | 950 |
|
|
2025
Q2 | $582K | Buy |
+4,202
| New | +$567K | 0.03% | 514 |
|
|
2024
Q4 | $520K | Sell |
3,913
-94
| -2% | -$13.1K | 0.03% | 515 |
|
|
2024
Q3 | $544K | Sell |
4,007
-1,132
| -22% | -$157K | 0.02% | 531 |
|
|
2024
Q2 | $758K | Sell |
5,139
-73
| -1% | -$11.2K | 0.04% | 414 |
|
|
2024
Q1 | $796K | Sell |
5,212
-394
| -7% | -$57.2K | 0.04% | 414 |
|
|
2023
Q4 | $808K | Sell |
5,606
-35
| -0.6% | -$5.13K | 0.04% | 404 |
|
|
2023
Q3 | $863K | Sell |
5,641
-102
| -2% | -$15.4K | 0.05% | 362 |
|
|
2023
Q2 | $781K | Buy |
5,743
+171
| +3% | +$23.4K | 0.04% | 400 |
|
|
2023
Q1 | $737K | Sell |
5,572
-258
| -4% | -$35.9K | 0.04% | 407 |
|
|
2022
Q4 | $827K | Buy |
5,830
+321
| +6% | +$44.1K | 0.05% | 365 |
|
|
2022
Q3 | $600K | Buy |
5,509
+1,716
| +45% | +$190K | 0.04% | 427 |
|
|
2022
Q2 | $402K | Buy |
3,793
+443
| +13% | +$50.1K | 0.03% | 567 |
|
|
2022
Q1 | $359K | Buy |
3,350
+284
| +9% | +$26.9K | 0.02% | 643 |
|
|
2021
Q4 | $227K | Buy |
3,066
+139
| +5% | +$11.3K | 0.01% | 816 |
|
|
2021
Q3 | $229K | Sell |
2,927
-38
| -1% | -$2.8K | 0.01% | 812 |
|
|
2021
Q2 | $259K | Buy |
2,965
+129
| +5% | +$10.4K | 0.02% | 768 |
|
|
2021
Q1 | $201K | Buy |
+2,836
| New | +$181K | 0.02% | 740 |
|
|
2020
Q3 | – | Sell |
-4,195
| Closed | -$217K | – | 738 |
|
|
2020
Q2 | $217K | Sell |
4,195
-4,697
| -53% | -$215K | 0.02% | 614 |
|
|
2020
Q1 | $296K | Buy |
8,892
+701
| +9% | +$37.9K | 0.03% | 457 |
|
|
2019
Q4 | $547K | Sell |
8,191
-143
| -2% | -$9.36K | 0.05% | 381 |
|
|
2019
Q3 | $504K | Sell |
8,334
-868
| -9% | -$54.1K | 0.05% | 399 |
|
|
2019
Q2 | $585K | Buy |
9,202
+2,127
| +30% | +$132K | 0.06% | 343 |
|
|
2019
Q1 | $426K | Sell |
7,075
-136
| -2% | -$7.48K | 0.05% | 403 |
|
|
2018
Q4 | $292K | Sell |
7,211
-741
| -9% | -$42.3K | 0.04% | 473 |
|
|
2018
Q3 | $569K | Buy |
7,952
+803
| +11% | +$52.9K | 0.07% | 327 |
|
|
2018
Q2 | $478K | Buy |
7,149
+148
| +2% | +$8.84K | 0.06% | 348 |
|
|
2018
Q1 | $354K | Buy |
7,001
+504
| +8% | +$24.7K | 0.05% | 437 |
|
|
2017
Q4 | $308K | Buy |
6,497
+1,671
| +35% | +$75.4K | 0.04% | 469 |
|
|
2017
Q3 | $226K | Sell |
4,826
-2,029
| -30% | -$85.8K | 0.03% | 527 |
|
|
2017
Q2 | $301K | Buy |
+6,855
| New | +$320K | 0.05% | 431 |
|
|
2017
Q1 | – | Sell |
-4,047
| Closed | -$252K | – | 563 |
|
|
2016
Q4 | $252K | Buy |
+4,047
| New | +$221K | 0.05% | 447 |
|
|
2015
Q3 | – | Sell |
-3,054
| Closed | -$204K | – | 465 |
|
|
2015
Q2 | $204K | Sell |
3,054
-31
| -1% | -$2.2K | 0.05% | 418 |
|
|
2015
Q1 | $209K | Buy |
3,085
+196
| +7% | +$14K | 0.05% | 424 |
|
|
2014
Q4 | $213K | Buy |
2,889
+453
| +19% | +$35.9K | 0.05% | 404 |
|
|
2014
Q3 | $230K | Buy |
2,436
+90
| +4% | +$8.9K | 0.06% | 359 |
|
|
2014
Q2 | $232K | Sell |
2,346
-154
| -6% | -$13.9K | 0.07% | 360 |
|
|
2014
Q1 | $207K | Buy |
2,500
+79
| +3% | +$6.28K | 0.06% | 387 |
|
|
2013
Q4 | $201K | Buy |
+2,421
| New | +$197K | 0.06% | 402 |
|
Other funds holding HES
BIG
IA
HNB
S