VWM
HES

Venturi Wealth Management’s Hess HES Stock Holding History

Venturi Wealth Management’s Portfolio HES Stock Details HES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
2025
Q2 		$331K Sell
2025
Q1 		$388K Buy
2024
Q4 		$293K Buy
2024
Q3 		$95.1K Buy
2024
Q2 		$24.3K Buy
2024
Q1 		$15K Buy
2023
Q4 		$8.36K Sell
2023
Q3 		$93.3K Buy
2023
Q2 		$68.4K Buy