Sequoia Financial Advisors’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $632K | Buy |
4,560
+449
| +11% | +$62.2K | ﹤0.01% | 887 |
|
|
2025
Q1 | $657K | Buy |
4,111
+129
| +3% | +$20.6K | 0.01% | 756 |
|
|
2024
Q4 | $530K | Buy |
3,982
+476
| +14% | +$63.3K | 0.01% | 775 |
|
|
2024
Q3 | $476K | Sell |
3,506
-361
| -9% | -$49K | 0.01% | 765 |
|
|
2024
Q2 | $570K | Buy |
3,867
+365
| +10% | +$53.8K | 0.01% | 645 |
|
|
2024
Q1 | $535K | Sell |
3,502
-893
| -20% | -$136K | 0.01% | 663 |
|
|
2023
Q4 | $634K | Buy |
4,395
+1,579
| +56% | +$228K | 0.01% | 667 |
|
|
2023
Q3 | $431K | Buy |
2,816
+21
| +0.8% | +$3.21K | 0.01% | 557 |
|
|
2023
Q2 | $380K | Buy |
2,795
+143
| +5% | +$19.4K | 0.01% | 604 |
|
|
2023
Q1 | $351K | Buy |
2,652
+264
| +11% | +$34.9K | 0.01% | 572 |
|
|
2022
Q4 | $339K | Buy |
+2,388
| New | +$339K | 0.01% | 547 |
|