MWM
HES
Mission Wealth Management’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $888K | Sell |
6,407
-63
| -1% | -$8.73K | 0.02% | 335 |
|
|
2025
Q1 | $1.03M | Buy |
6,470
+70
| +1% | +$11.2K | 0.03% | 281 |
|
|
2024
Q4 | $851K | Sell |
6,400
-1,891
| -23% | -$252K | 0.02% | 304 |
|
|
2024
Q3 | $1.13M | Sell |
8,291
-543
| -6% | -$73.7K | 0.03% | 253 |
|
|
2024
Q2 | $1.3M | Buy |
8,834
+54
| +0.6% | +$7.97K | 0.03% | 212 |
|
|
2024
Q1 | $1.34M | Sell |
8,780
-448
| -5% | -$68.4K | 0.04% | 221 |
|
|
2023
Q4 | $1.33M | Buy |
9,228
+40
| +0.4% | +$5.77K | 0.04% | 191 |
|
|
2023
Q3 | $1.41M | Sell |
9,188
-415
| -4% | -$63.5K | 0.05% | 168 |
|
|
2023
Q2 | $1.31M | Buy |
9,603
+128
| +1% | +$17.4K | 0.05% | 180 |
|
|
2023
Q1 | $1.25M | Buy |
9,475
+371
| +4% | +$49.1K | 0.05% | 182 |
|
|
2022
Q4 | $1.29M | Sell |
9,104
-52
| -0.6% | -$7.38K | 0.06% | 161 |
|
|
2022
Q3 | $998K | Sell |
9,156
-72
| -0.8% | -$7.85K | 0.05% | 179 |
|
|
2022
Q2 | $978K | Sell |
9,228
-550
| -6% | -$58.3K | 0.05% | 185 |
|
|
2022
Q1 | $1.05M | Buy |
9,778
+144
| +1% | +$15.4K | 0.05% | 188 |
|
|
2021
Q4 | $713K | Buy |
9,634
+598
| +7% | +$44.3K | 0.03% | 228 |
|
|
2021
Q3 | $706K | Buy |
9,036
+18
| +0.2% | +$1.41K | 0.04% | 219 |
|
|
2021
Q2 | $787K | Sell |
9,018
-851
| -9% | -$74.3K | 0.04% | 198 |
|
|
2021
Q1 | $698K | Sell |
9,869
-67
| -0.7% | -$4.74K | 0.04% | 200 |
|
|
2020
Q4 | $525K | Buy |
9,936
+4,587
| +86% | +$242K | 0.03% | 232 |
|
|
2020
Q3 | $219K | Buy |
5,349
+592
| +12% | +$24.2K | 0.02% | 327 |
|
|
2020
Q2 | $246K | Buy |
+4,757
| New | +$246K | 0.02% | 284 |
|
|
2020
Q1 | – | Sell |
-4,329
| Closed | -$289K | – | 324 |
|
|
2019
Q4 | $289K | Buy |
4,329
+78
| +2% | +$5.21K | 0.03% | 259 |
|
|
2019
Q3 | $257K | Sell |
4,251
-360
| -8% | -$21.8K | 0.03% | 261 |
|
|
2019
Q2 | $293K | Buy |
4,611
+15
| +0.3% | +$953 | 0.03% | 239 |
|
|
2019
Q1 | $277K | Buy |
+4,596
| New | +$277K | 0.03% | 238 |
|
|
2018
Q4 | – | Sell |
-3,587
| Closed | -$257K | – | 282 |
|
|
2018
Q3 | $257K | Buy |
3,587
+37
| +1% | +$2.65K | 0.03% | 232 |
|
|
2018
Q2 | $237K | Buy |
+3,550
| New | +$237K | 0.04% | 225 |
|