Spire Wealth Management’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 |
-115
| Closed | -$15.9K | – | 2408 |
|
|
2025
Q2 | $15.9K | Buy |
115
+1
| +0.9% | +$135 | ﹤0.01% | 1588 |
|
|
2025
Q1 | $18.2K | Buy |
114
+4
| +4% | +$588 | ﹤0.01% | 1636 |
|
|
2024
Q4 | $14.6K | Buy |
110
+12
| +12% | +$1.68K | ﹤0.01% | 1725 |
|
|
2024
Q3 | $13.3K | Sell |
98
-33
| -25% | -$4.59K | ﹤0.01% | 1559 |
|
|
2024
Q2 | $19.3K | Sell |
131
-11
| -8% | -$1.69K | ﹤0.01% | 1453 |
|
|
2024
Q1 | $21.7K | Sell |
142
-84
| -37% | -$12.2K | ﹤0.01% | 1493 |
|
|
2023
Q4 | $31.1K | Sell |
226
-93
| -29% | -$13.6K | ﹤0.01% | 1366 |
|
|
2023
Q3 | $48.9K | Buy |
319
+75
| +31% | +$11.3K | ﹤0.01% | 1178 |
|
|
2023
Q2 | $33.2K | Buy |
244
+5
| +2% | +$684 | ﹤0.01% | 1373 |
|
|
2023
Q1 | $31.6K | Buy |
239
+36
| +18% | +$5.01K | ﹤0.01% | 1408 |
|
|
2022
Q4 | $29K | Sell |
203
-14
| -6% | -$1.92K | ﹤0.01% | 1218 |
|
|
2022
Q3 | $24K | Sell |
217
-112
| -34% | -$12.4K | ﹤0.01% | 1256 |
|
|
2022
Q2 | $35K | Sell |
329
-19
| -5% | -$2.15K | ﹤0.01% | 1441 |
|
|
2022
Q1 | $37K | Sell |
348
-698
| -67% | -$66.2K | ﹤0.01% | 1557 |
|
|
2021
Q4 | $77K | Buy |
1,046
+489
| +88% | +$39.7K | ﹤0.01% | 1523 |
|
|
2021
Q3 | $44K | Sell |
557
-160
| -22% | -$11.8K | ﹤0.01% | 1523 |
|
|
2021
Q2 | $63K | Sell |
717
-177
| -20% | -$14.3K | ﹤0.01% | 1386 |
|
|
2021
Q1 | $64K | Buy |
+894
| New | +$57.2K | ﹤0.01% | 1602 |
|
Other funds holding HES
BIG
IA
HNB
S