Mason Investment Advisory Services’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Buy |
2,542
+4
| +0.2% | +$554 | 0.02% | 56 |
|
|
2025
Q1 | $405K | Buy |
2,538
+5
| +0.2% | +$799 | 0.02% | 47 |
|
|
2024
Q4 | $337K | Buy |
2,533
+5
| +0.2% | +$665 | 0.02% | 57 |
|
|
2024
Q3 | $343K | Sell |
2,528
-73
| -3% | -$9.91K | 0.02% | 53 |
|
|
2024
Q2 | $384K | Hold |
2,601
| – | – | 0.02% | 52 |
|
|
2024
Q1 | $397K | Hold |
2,601
| – | – | 0.03% | 47 |
|
|
2023
Q4 | $375K | Hold |
2,601
| – | – | 0.03% | 50 |
|
|
2023
Q3 | $398K | Buy |
+2,601
| New | +$398K | 0.04% | 38 |
|