Plante Moran Financial Advisors’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-100
| Closed | -$13.9K | – | 820 |
|
|
2025
Q2 | $13.9K | Buy |
+100
| New | +$13.5K | ﹤0.01% | 519 |
|
|
2025
Q1 | – | Sell |
-17
| Closed | -$2.25K | – | 868 |
|
|
2024
Q4 | $2.25K | Hold |
17
| – | – | ﹤0.01% | 772 |
|
|
2024
Q3 | $2.29K | Hold |
17
| – | – | ﹤0.01% | 746 |
|
|
2024
Q2 | $2.49K | Hold |
17
| – | – | ﹤0.01% | 697 |
|
|
2024
Q1 | $2.58K | Hold |
17
| – | – | ﹤0.01% | 751 |
|
|
2023
Q4 | $2.44K | Hold |
17
| – | – | ﹤0.01% | 708 |
|
|
2023
Q3 | $2.59K | Hold |
17
| – | – | ﹤0.01% | 648 |
|
|
2023
Q2 | $2.3K | Buy |
+17
| New | +$2.33K | ﹤0.01% | 681 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 857 |
|
|
2022
Q1 | – | Sell |
-60
| Closed | -$4K | – | 892 |
|
|
2021
Q4 | $4K | Buy |
+60
| New | +$4.87K | ﹤0.01% | 851 |
|
|
2020
Q1 | – | Sell |
-114
| Closed | -$8K | – | 781 |
|
|
2019
Q4 | $8K | Hold |
114
| – | – | ﹤0.01% | 567 |
|
|
2019
Q3 | $7K | Hold |
114
| – | – | ﹤0.01% | 644 |
|
|
2019
Q2 | $7K | Hold |
114
| – | – | ﹤0.01% | 605 |
|
|
2019
Q1 | $7K | Sell |
114
-40
| -26% | -$2.2K | ﹤0.01% | 594 |
|
|
2018
Q4 | $6K | Buy |
154
+40
| +35% | +$2.28K | ﹤0.01% | 571 |
|
|
2018
Q3 | $8K | Sell |
114
-49
| -30% | -$3.23K | ﹤0.01% | 520 |
|
|
2018
Q2 | $11K | Sell |
163
-125
| -43% | -$7.47K | 0.01% | 535 |
|
|
2018
Q1 | $15K | Buy |
288
+126
| +78% | +$6.17K | 0.01% | 549 |
|
|
2017
Q4 | $8K | Sell |
162
-2
| -1% | -$90 | ﹤0.01% | 628 |
|
|
2017
Q3 | $8K | Buy |
164
+8
| +5% | +$338 | ﹤0.01% | 576 |
|
|
2017
Q2 | $7K | Buy |
156
+15
| +11% | +$701 | ﹤0.01% | 611 |
|
|
2017
Q1 | $7K | Buy |
141
+13
| +10% | +$689 | ﹤0.01% | 641 |
|
|
2016
Q4 | $8K | Buy |
128
+21
| +20% | +$1.15K | 0.01% | 623 |
|
|
2016
Q3 | $6K | Sell |
107
-62
| -37% | -$3.32K | ﹤0.01% | 656 |
|
|
2016
Q2 | $10K | Buy |
169
+62
| +58% | +$3.59K | 0.01% | 530 |
|
|
2016
Q1 | $6K | Sell |
107
-13
| -11% | -$575 | ﹤0.01% | 551 |
|
|
2015
Q4 | $6K | Hold |
120
| – | – | ﹤0.01% | 678 |
|
|
2015
Q3 | $6K | Sell |
120
-930
| -89% | -$53.2K | ﹤0.01% | 556 |
|
|
2015
Q2 | $70K | Sell |
1,050
-600
| -36% | -$42.6K | 0.05% | 245 |
|
|
2015
Q1 | $112K | Sell |
1,650
-100
| -6% | -$7.13K | 0.08% | 175 |
|
|
2014
Q4 | $129K | Sell |
1,750
-250
| -13% | -$19.8K | 0.09% | 153 |
|
|
2014
Q3 | $189K | Hold |
2,000
| – | – | 0.17% | 101 |
|
|
2014
Q2 | $198K | Buy |
2,000
+863
| +76% | +$77.9K | 0.18% | 85 |
|
|
2014
Q1 | $94K | Sell |
1,137
-386
| -25% | -$30.7K | 0.1% | 119 |
|
|
2013
Q4 | $126K | Buy |
1,523
+412
| +37% | +$33.5K | 0.07% | 124 |
|
|
2013
Q3 | $86K | Sell |
1,111
-149
| -12% | -$11.1K | 0.05% | 131 |
|
|
2013
Q2 | $84K | Buy |
+1,260
| New | +$87.2K | 0.06% | 117 |
|
Other funds holding HES
BIG
IA
HNB
S