Pinnacle Wealth Planning Services’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,527
| Closed | -$225K | – | 543 |
|
|
2024
Q2 | $225K | Sell |
1,527
-116
| -7% | -$17.1K | 0.03% | 378 |
|
|
2024
Q1 | $251K | Sell |
1,643
-4
| -0.2% | -$611 | 0.04% | 353 |
|
|
2023
Q4 | $237K | Sell |
1,647
-5
| -0.3% | -$721 | 0.04% | 336 |
|
|
2023
Q3 | $253K | Buy |
1,652
+13
| +0.8% | +$1.99K | 0.04% | 292 |
|
|
2023
Q2 | $223K | Sell |
1,639
-40
| -2% | -$5.44K | 0.04% | 347 |
|
|
2023
Q1 | $222K | Buy |
1,679
+124
| +8% | +$16.4K | 0.04% | 351 |
|
|
2022
Q4 | $221K | Buy |
+1,555
| New | +$221K | 0.04% | 337 |
|
|
2021
Q1 | – | Sell |
-482
| Closed | -$25K | – | 1028 |
|
|
2020
Q4 | $25K | Buy |
+482
| New | +$25K | 0.01% | 1070 |
|