Partners in Financial Planning’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Hold |
4,496
| – | – | 0.11% | 60 |
|
|
2025
Q1 | $718K | Hold |
4,496
| – | – | 0.14% | 54 |
|
|
2024
Q4 | $598K | Hold |
4,496
| – | – | 0.12% | 57 |
|
|
2024
Q3 | $611K | Hold |
4,496
| – | – | 0.12% | 60 |
|
|
2024
Q2 | $663K | Hold |
4,496
| – | – | 0.14% | 57 |
|
|
2024
Q1 | $686K | Hold |
4,496
| – | – | 0.15% | 55 |
|
|
2023
Q4 | $648K | Hold |
4,496
| – | – | 0.15% | 53 |
|
|
2023
Q3 | $688K | Hold |
4,496
| – | – | 0.18% | 50 |
|
|
2023
Q2 | $611K | Hold |
4,496
| – | – | 0.16% | 53 |
|
|
2023
Q1 | $595K | Hold |
4,496
| – | – | 0.16% | 54 |
|
|
2022
Q4 | $605K | Sell |
4,496
-443
| -9% | -$59.6K | 0.17% | 53 |
|
|
2022
Q3 | $711K | Hold |
4,939
| – | – | 0.2% | 45 |
|
|
2022
Q2 | $605K | Hold |
4,939
| – | – | 0.19% | 51 |
|
|
2022
Q1 | $526K | Hold |
4,939
| – | – | 0.17% | 49 |
|
|
2021
Q4 | $475K | Hold |
4,939
| – | – | 0.15% | 52 |
|
|
2021
Q3 | $386K | Hold |
4,939
| – | – | 0.12% | 57 |
|
|
2021
Q2 | $431K | Buy |
+4,939
| New | +$431K | 0.14% | 51 |
|