Valeo Financial Advisors’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
1,693
+67
| +4% | +$9.28K | 0.01% | 650 |
|
|
2025
Q1 | $260K | Buy |
1,626
+66
| +4% | +$10.5K | 0.01% | 561 |
|
|
2024
Q4 | $207K | Buy |
+1,560
| New | +$207K | 0.01% | 639 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$7K | – | 992 |
|
|
2021
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 1372 |
|
|
2020
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 1336 |
|
|
2020
Q3 | $4K | Sell |
100
-530
| -84% | -$21.2K | ﹤0.01% | 1251 |
|
|
2020
Q2 | $33K | Buy |
630
+20
| +3% | +$1.05K | ﹤0.01% | 837 |
|
|
2020
Q1 | $24K | Buy |
610
+100
| +20% | +$3.93K | ﹤0.01% | 815 |
|
|
2019
Q4 | $34K | Buy |
510
+410
| +410% | +$27.3K | ﹤0.01% | 770 |
|
|
2019
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 1144 |
|
|
2019
Q2 | $6K | Sell |
100
-45
| -31% | -$2.7K | ﹤0.01% | 1146 |
|
|
2019
Q1 | $9K | Hold |
145
| – | – | ﹤0.01% | 987 |
|
|
2018
Q4 | $6K | Hold |
145
| – | – | ﹤0.01% | 1007 |
|
|
2018
Q3 | $8K | Buy |
145
+45
| +45% | +$2.48K | ﹤0.01% | 1027 |
|
|
2018
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 1077 |
|
|
2018
Q1 | $5K | Sell |
100
-147
| -60% | -$7.35K | ﹤0.01% | 1128 |
|
|
2017
Q4 | $12K | Hold |
247
| – | – | ﹤0.01% | 788 |
|
|
2017
Q3 | $12K | Buy |
+247
| New | +$12K | ﹤0.01% | 655 |
|