Perigon Wealth Management’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
7,620
+156
| +2% | +$21.6K | 0.02% | 452 |
|
|
2025
Q1 | $1.19M | Sell |
7,464
-195
| -3% | -$31.1K | 0.03% | 409 |
|
|
2024
Q4 | $1.15M | Buy |
7,659
+4,701
| +159% | +$704K | 0.03% | 416 |
|
|
2024
Q3 | $402K | Buy |
2,958
+92
| +3% | +$12.5K | 0.01% | 684 |
|
|
2024
Q2 | $423K | Buy |
2,866
+28
| +1% | +$4.13K | 0.01% | 584 |
|
|
2024
Q1 | $433K | Buy |
2,838
+47
| +2% | +$7.17K | 0.01% | 573 |
|
|
2023
Q4 | $402K | Buy |
+2,791
| New | +$402K | 0.01% | 561 |
|
|
2018
Q2 | – | Sell |
-13
| Closed | -$1K | – | 404 |
|
|
2018
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 617 |
|
|
2017
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 588 |
|
|
2017
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 621 |
|
|
2017
Q2 | – | Sell |
-197
| Closed | -$9K | – | 601 |
|
|
2017
Q1 | $9K | Buy |
197
+64
| +48% | +$2.92K | ﹤0.01% | 534 |
|
|
2016
Q4 | $7K | Buy |
+133
| New | +$7K | ﹤0.01% | 606 |
|