MWM
HES
Moran Wealth Management’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809K | Buy |
5,838
+207
| +4% | +$28.7K | 0.02% | 343 |
|
|
2025
Q1 | $899K | Buy |
5,631
+6
| +0.1% | +$958 | 0.03% | 311 |
|
|
2024
Q4 | $748K | Sell |
5,625
-275
| -5% | -$36.6K | 0.02% | 323 |
|
|
2024
Q3 | $801K | Sell |
5,900
-369
| -6% | -$50.1K | 0.02% | 315 |
|
|
2024
Q2 | $925K | Buy |
6,269
+243
| +4% | +$35.8K | 0.03% | 293 |
|
|
2024
Q1 | $920K | Sell |
6,026
-687
| -10% | -$105K | 0.03% | 298 |
|
|
2023
Q4 | $968K | Sell |
6,713
-2,363
| -26% | -$341K | 0.03% | 305 |
|
|
2023
Q3 | $1.39M | Buy |
9,076
+3,247
| +56% | +$497K | 0.05% | 237 |
|
|
2023
Q2 | $792K | Buy |
+5,829
| New | +$792K | 0.03% | 258 |
|