Welch & Forbes’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
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|
2025
Q2 | $367K | Hold |
|
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|
2025
Q1 | $423K | Hold |
|
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|
2024
Q4 | $352K | Hold |
|
|||||
|
2024
Q3 | $360K | Hold |
|
|||||
|
2024
Q2 | $386K | Hold |
|
|||||
|
2024
Q1 | $404K | Hold |
|
|||||
|
2023
Q4 | $382K | Hold |
|
|||||
|
2023
Q3 | $405K | Sell |
|
|||||
|
2023
Q2 | $421K | Sell |
|
|||||
|
2023
Q1 | $417K | Hold |
|
|||||
|
2022
Q4 | $447K | Buy |
|
|||||
|
2022
Q3 | $337K | Buy |
|
|||||
|
2022
Q2 | $259K | Buy |
|
|||||
|
2022
Q1 | $214K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $205K | Buy |
|
|||||
|
2017
Q1 | $223K | Sell |
|
|||||
|
2016
Q4 | $420K | Buy |
|
|||||
|
2016
Q3 | $241K | Hold |
|
|||||
|
2016
Q2 | $270K | Hold |
|
|||||
|
2016
Q1 | $237K | Hold |
|
|||||
|
2015
Q4 | $218K | Hold |
|
|||||
|
2015
Q3 | $225K | Sell |
|
|||||
|
2015
Q2 | $349K | Hold |
|
|||||
|
2015
Q1 | $354K | Sell |
|
|||||
|
2014
Q4 | $422K | Hold |
|
|||||
|
2014
Q3 | $540K | Sell |
|
|||||
|
2014
Q2 | $665K | Hold |
|
|||||
|
2014
Q1 | $557K | Hold |
|
|||||
|
2013
Q4 | $558K | Buy |
|
|||||
|
2013
Q3 | $464K | Hold |
|
|||||
|
2013
Q2 | $399K | Buy |
|