Welch & Forbes’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Hold |
2,650
| – | – | ﹤0.01% | 302 |
|
|
2025
Q1 | $423K | Hold |
2,650
| – | – | 0.01% | 285 |
|
|
2024
Q4 | $352K | Hold |
2,650
| – | – | ﹤0.01% | 310 |
|
|
2024
Q3 | $360K | Hold |
2,650
| – | – | ﹤0.01% | 320 |
|
|
2024
Q2 | $386K | Hold |
2,650
| – | – | 0.01% | 308 |
|
|
2024
Q1 | $404K | Hold |
2,650
| – | – | 0.01% | 309 |
|
|
2023
Q4 | $382K | Hold |
2,650
| – | – | 0.01% | 312 |
|
|
2023
Q3 | $405K | Sell |
2,650
-445
| -14% | -$68.1K | 0.01% | 301 |
|
|
2023
Q2 | $421K | Sell |
3,095
-58
| -2% | -$7.89K | 0.01% | 300 |
|
|
2023
Q1 | $417K | Hold |
3,153
| – | – | 0.01% | 294 |
|
|
2022
Q4 | $447K | Buy |
3,153
+58
| +2% | +$8.23K | 0.01% | 296 |
|
|
2022
Q3 | $337K | Buy |
3,095
+650
| +27% | +$70.8K | 0.01% | 310 |
|
|
2022
Q2 | $259K | Buy |
2,445
+445
| +22% | +$47.1K | ﹤0.01% | 347 |
|
|
2022
Q1 | $214K | Buy |
+2,000
| New | +$214K | ﹤0.01% | 371 |
|
|
2017
Q3 | – | Sell |
-4,668
| Closed | -$205K | – | 340 |
|
|
2017
Q2 | $205K | Buy |
4,668
+46
| +1% | +$2.02K | 0.01% | 332 |
|
|
2017
Q1 | $223K | Sell |
4,622
-2,123
| -31% | -$102K | 0.01% | 318 |
|
|
2016
Q4 | $420K | Buy |
6,745
+2,245
| +50% | +$140K | 0.01% | 263 |
|
|
2016
Q3 | $241K | Hold |
4,500
| – | – | 0.01% | 273 |
|
|
2016
Q2 | $270K | Hold |
4,500
| – | – | 0.01% | 292 |
|
|
2016
Q1 | $237K | Hold |
4,500
| – | – | 0.01% | 308 |
|
|
2015
Q4 | $218K | Hold |
4,500
| – | – | 0.01% | 304 |
|
|
2015
Q3 | $225K | Sell |
4,500
-720
| -14% | -$36K | 0.01% | 311 |
|
|
2015
Q2 | $349K | Hold |
5,220
| – | – | 0.01% | 277 |
|
|
2015
Q1 | $354K | Sell |
5,220
-500
| -9% | -$33.9K | 0.01% | 276 |
|
|
2014
Q4 | $422K | Hold |
5,720
| – | – | 0.01% | 273 |
|
|
2014
Q3 | $540K | Sell |
5,720
-1,000
| -15% | -$94.4K | 0.02% | 257 |
|
|
2014
Q2 | $665K | Hold |
6,720
| – | – | 0.02% | 226 |
|
|
2014
Q1 | $557K | Hold |
6,720
| – | – | 0.02% | 248 |
|
|
2013
Q4 | $558K | Buy |
6,720
+720
| +12% | +$59.8K | 0.02% | 237 |
|
|
2013
Q3 | $464K | Hold |
6,000
| – | – | 0.02% | 260 |
|
|
2013
Q2 | $399K | Buy |
+6,000
| New | +$399K | 0.01% | 253 |
|