Wedmont Private Capital’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $781K | Buy |
5,176
+680
| +15% | +$103K | 0.03% | 323 |
|
|
2025
Q1 | $578K | Buy |
4,496
+590
| +15% | +$75.8K | 0.03% | 340 |
|
|
2024
Q4 | $556K | Buy |
3,906
+222
| +6% | +$31.6K | 0.03% | 347 |
|
|
2024
Q3 | $517K | Sell |
3,684
-1,200
| -25% | -$168K | 0.03% | 342 |
|
|
2024
Q2 | $725K | Buy |
4,884
+472
| +11% | +$70K | 0.05% | 256 |
|
|
2024
Q1 | $690K | Buy |
4,412
+198
| +5% | +$31K | 0.05% | 261 |
|
|
2023
Q4 | $606K | Buy |
4,214
+460
| +12% | +$66.2K | 0.05% | 266 |
|
|
2023
Q3 | $576K | Buy |
3,754
+121
| +3% | +$18.6K | 0.06% | 225 |
|
|
2023
Q2 | $491K | Buy |
3,633
+289
| +9% | +$39.1K | 0.05% | 246 |
|
|
2023
Q1 | $476K | Buy |
3,344
+345
| +12% | +$49.1K | 0.06% | 232 |
|
|
2022
Q4 | $431K | Buy |
2,999
+609
| +25% | +$87.5K | 0.06% | 234 |
|
|
2022
Q3 | $260K | Buy |
+2,390
| New | +$260K | 0.05% | 288 |
|