Prestige Wealth Management Group’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Hold |
868
| – | – | 0.02% | 197 |
|
|
2025
Q1 | $139K | Hold |
868
| – | – | 0.03% | 175 |
|
|
2024
Q4 | $115K | Hold |
868
| – | – | 0.02% | 190 |
|
|
2024
Q3 | $118K | Hold |
868
| – | – | 0.02% | 180 |
|
|
2024
Q2 | $128K | Sell |
868
-61
| -7% | -$9K | 0.03% | 159 |
|
|
2024
Q1 | $142K | Hold |
929
| – | – | 0.03% | 173 |
|
|
2023
Q4 | $134K | Hold |
929
| – | – | 0.03% | 164 |
|
|
2023
Q3 | $142K | Hold |
929
| – | – | 0.04% | 155 |
|
|
2023
Q2 | $126K | Hold |
929
| – | – | 0.03% | 180 |
|
|
2023
Q1 | $123K | Hold |
929
| – | – | 0.03% | 172 |
|
|
2022
Q4 | $132K | Sell |
929
-6
| -0.6% | -$851 | 0.03% | 166 |
|
|
2022
Q3 | $102K | Hold |
935
| – | – | 0.03% | 171 |
|
|
2022
Q2 | $99K | Hold |
935
| – | – | 0.03% | 178 |
|
|
2022
Q1 | $100K | Sell |
935
-2,140
| -70% | -$229K | 0.02% | 183 |
|
|
2021
Q4 | $227K | Sell |
3,075
-182
| -6% | -$13.4K | 0.05% | 131 |
|
|
2021
Q3 | $254K | Buy |
3,257
+519
| +19% | +$40.5K | 0.07% | 118 |
|
|
2021
Q2 | $240K | Buy |
2,738
+61
| +2% | +$5.35K | 0.06% | 113 |
|
|
2021
Q1 | $189K | Buy |
2,677
+1,802
| +206% | +$127K | 0.05% | 128 |
|
|
2020
Q4 | $46K | Buy |
875
+6
| +0.7% | +$315 | 0.01% | 257 |
|
|
2020
Q3 | $36K | Hold |
869
| – | – | 0.01% | 288 |
|
|
2020
Q2 | $45K | Hold |
869
| – | – | 0.02% | 235 |
|
|
2020
Q1 | $29K | Hold |
869
| – | – | 0.01% | 232 |
|
|
2019
Q4 | $58K | Hold |
869
| – | – | 0.03% | 192 |
|
|
2019
Q3 | $53K | Hold |
869
| – | – | 0.03% | 193 |
|
|
2019
Q2 | $55K | Hold |
869
| – | – | 0.03% | 188 |
|
|
2019
Q1 | $52K | Sell |
869
-108
| -11% | -$6.46K | 0.03% | 186 |
|
|
2018
Q4 | $40K | Buy |
+977
| New | +$40K | 0.03% | 213 |
|