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TSWM
HES
Tyler-Stone Wealth Management’s
Hess
HES
Stock Holding History
Tyler-Stone Wealth Management’s Portfolio
HES Stock Details
HES Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-82
Closed
-$12.1K
–
574
2024
Q2
$12.1K
Hold
82
–
–
0.01%
624
2024
Q1
$12.5K
Hold
82
–
–
0.01%
614
2023
Q4
$11.8K
Hold
82
–
–
0.01%
608
2023
Q3
$13K
Hold
82
–
–
0.01%
550
2023
Q2
$11K
Buy
+82
New
+$11.2K
0.01%
589
2022
Q4
$12K
Hold
82
–
–
0.01%
525
2022
Q3
$9K
Hold
82
–
–
0.01%
551
2022
Q2
$9K
Buy
82
+43
+110%
+$4.86K
0.01%
582
2022
Q1
$4K
Hold
39
–
–
﹤0.01%
696
2021
Q4
$3K
Buy
+39
New
+$3.16K
﹤0.01%
755
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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