Wealth Enhancement Advisory Services
HES

Wealth Enhancement Advisory Services’s Hess HES Stock Holding History

Wealth Enhancement Advisory Services’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
-40,102
Closed -$5.78M – 3634
2025
Q2 		$5.78M Buy
40,102
+5,170
+15% +$698K 0.01% 841
2025
Q1 		$5.58M Buy
34,932
+28,005
+404% +$4.12M 0.01% 793
2024
Q4 		$921K Buy
6,927
+986
+17% +$138K ﹤0.01% 1598
2024
Q3 		$807K Sell
5,941
-123
-2% -$17.1K ﹤0.01% 1518
2024
Q2 		$895K Buy
6,064
+223
+4% +$34.2K ﹤0.01% 1333
2024
Q1 		$892K Buy
5,841
+706
+14% +$103K ﹤0.01% 1290
2023
Q4 		$740K Sell
5,135
-6,269
-55% -$919K ﹤0.01% 1291
2023
Q3 		$1.74M Buy
+11,404
New +$1.72M 0.01% 905
2020
Q3 		– Sell
-29,179
Closed -$1.52M – 217
2020
Q2 		$1.52M Buy
+29,179
New +$1.34M 0.04% 143
2017
Q3 		– Sell
-17,857
Closed -$758K – 164
2017
Q2 		$758K Buy
+17,857
New +$835K 0.07% 133

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S
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