Schechter Investment Advisors’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $401K | Sell |
2,508
-307
| -11% | -$49K | 0.03% | 414 |
|
|
2024
Q4 | $374K | Sell |
2,815
-93
| -3% | -$12.4K | 0.03% | 444 |
|
|
2024
Q3 | $395K | Sell |
2,908
-138
| -5% | -$18.7K | 0.03% | 440 |
|
|
2024
Q2 | $449K | Sell |
3,046
-73
| -2% | -$10.8K | 0.03% | 398 |
|
|
2024
Q1 | $476K | Sell |
3,119
-47
| -1% | -$7.17K | 0.04% | 383 |
|
|
2023
Q4 | $456K | Buy |
3,166
+27
| +0.9% | +$3.89K | 0.04% | 369 |
|
|
2023
Q3 | $480K | Sell |
3,139
-266
| -8% | -$40.7K | 0.05% | 351 |
|
|
2023
Q2 | $463K | Sell |
3,405
-54
| -2% | -$7.34K | 0.04% | 397 |
|
|
2023
Q1 | $458K | Buy |
3,459
+446
| +15% | +$59K | 0.04% | 429 |
|
|
2022
Q4 | $427K | Buy |
3,013
+359
| +14% | +$50.9K | 0.04% | 543 |
|
|
2022
Q3 | $289K | Buy |
2,654
+140
| +6% | +$15.2K | 0.03% | 720 |
|
|
2022
Q2 | $267K | Buy |
2,514
+387
| +18% | +$41.1K | 0.03% | 747 |
|
|
2022
Q1 | $227K | Buy |
+2,127
| New | +$227K | 0.02% | 800 |
|