Pacific Capital 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
Q1 | – | Sell |
-225
| Closed | -$29.9K | – | 209 |
|
|
2024
Q4 | $29.9K | Hold |
225
| – | – | 0.01% | 188 |
|
|
2024
Q3 | $30.6K | Hold |
225
| – | – | 0.01% | 192 |
|
|
2024
Q2 | $33.2K | Sell |
225
-13
| -5% | -$1.92K | 0.01% | 191 |
|
|
2024
Q1 | $36.3K | Buy |
238
+49
| +26% | +$7.48K | 0.01% | 157 |
|
|
2023
Q4 | $27.2K | Buy |
+189
| New | +$27.2K | 0.01% | 175 |
|