Personal CFO Solutions’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,676
| Closed | -$907K | – | 498 |
|
|
2025
Q1 | $907K | Buy |
5,676
+873
| +18% | +$139K | 0.18% | 113 |
|
|
2024
Q4 | $639K | Sell |
4,803
-1,250
| -21% | -$166K | 0.13% | 177 |
|
|
2024
Q3 | $822K | Buy |
6,053
+1,988
| +49% | +$270K | 0.11% | 182 |
|
|
2024
Q2 | $600K | Buy |
4,065
+1,351
| +50% | +$199K | 0.09% | 211 |
|
|
2024
Q1 | $414K | Buy |
+2,714
| New | +$414K | 0.06% | 303 |
|
|
2022
Q2 | – | Sell |
-1,926
| Closed | -$206K | – | 463 |
|
|
2022
Q1 | $206K | Sell |
1,926
-3,313
| -63% | -$354K | 0.04% | 434 |
|
|
2021
Q4 | $388K | Buy |
+5,239
| New | +$388K | 0.07% | 253 |
|
|
2021
Q3 | – | Sell |
-4,640
| Closed | -$405K | – | 459 |
|
|
2021
Q2 | $405K | Sell |
4,640
-798
| -15% | -$69.7K | 0.08% | 220 |
|
|
2021
Q1 | $385K | Sell |
5,438
-4,996
| -48% | -$354K | 0.08% | 211 |
|
|
2020
Q4 | $551K | Sell |
10,434
-757
| -7% | -$40K | 0.14% | 140 |
|
|
2020
Q3 | $0 | Buy |
11,191
+262
| +2% | – | ﹤0.01% | 221 |
|
|
2020
Q2 | $566K | Sell |
10,929
-383
| -3% | -$19.8K | 0.17% | 118 |
|
|
2020
Q1 | $377K | Buy |
11,312
+5,766
| +104% | +$192K | 0.14% | 143 |
|
|
2019
Q4 | $371K | Sell |
5,546
-250
| -4% | -$16.7K | 0.11% | 176 |
|
|
2019
Q3 | $351K | Buy |
+5,796
| New | +$351K | 0.14% | 184 |
|