Venturi Wealth Management’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Sell |
2,392
-40
| -2% | -$5.54K | 0.02% | 400 |
|
|
2025
Q1 | $388K | Buy |
2,432
+227
| +10% | +$36.3K | 0.02% | 377 |
|
|
2024
Q4 | $293K | Buy |
2,205
+1,505
| +215% | +$200K | 0.01% | 461 |
|
|
2024
Q3 | $95.1K | Buy |
700
+535
| +324% | +$72.7K | 0.01% | 577 |
|
|
2024
Q2 | $24.3K | Buy |
165
+67
| +68% | +$9.88K | ﹤0.01% | 889 |
|
|
2024
Q1 | $15K | Buy |
98
+40
| +69% | +$6.11K | ﹤0.01% | 817 |
|
|
2023
Q4 | $8.36K | Sell |
58
-552
| -90% | -$79.6K | ﹤0.01% | 909 |
|
|
2023
Q3 | $93.3K | Buy |
610
+107
| +21% | +$16.4K | 0.01% | 409 |
|
|
2023
Q2 | $68.4K | Buy |
+503
| New | +$68.4K | 0.01% | 402 |
|