WJWM
HES
Williams Jones Wealth Management’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $580K | Hold |
4,185
| – | – | 0.01% | 327 |
|
|
2025
Q1 | $668K | Buy |
4,185
+182
| +5% | +$29.1K | 0.01% | 294 |
|
|
2024
Q4 | $532K | Hold |
4,003
| – | – | 0.01% | 333 |
|
|
2024
Q3 | $544K | Sell |
4,003
-300
| -7% | -$40.7K | 0.01% | 344 |
|
|
2024
Q2 | $635K | Sell |
4,303
-200
| -4% | -$29.5K | 0.01% | 308 |
|
|
2024
Q1 | $687K | Hold |
4,503
| – | – | 0.01% | 308 |
|
|
2023
Q4 | $649K | Sell |
4,503
-100
| -2% | -$14.4K | 0.01% | 300 |
|
|
2023
Q3 | $704K | Sell |
4,603
-700
| -13% | -$107K | 0.01% | 292 |
|
|
2023
Q2 | $721K | Hold |
5,303
| – | – | 0.01% | 294 |
|
|
2023
Q1 | $702K | Sell |
5,303
-138
| -3% | -$18.3K | 0.01% | 320 |
|
|
2022
Q4 | $772K | Sell |
5,441
-76
| -1% | -$10.8K | 0.01% | 302 |
|
|
2022
Q3 | $601K | Hold |
5,517
| – | – | 0.01% | 337 |
|
|
2022
Q2 | $584K | Buy |
5,517
+1,642
| +42% | +$174K | 0.01% | 339 |
|
|
2022
Q1 | $415K | Sell |
3,875
-300
| -7% | -$32.1K | 0.01% | 375 |
|
|
2021
Q4 | $309K | Hold |
4,175
| – | – | ﹤0.01% | 392 |
|
|
2021
Q3 | $326K | Sell |
4,175
-11
| -0.3% | -$859 | ﹤0.01% | 384 |
|
|
2021
Q2 | $366K | Buy |
4,186
+11
| +0.3% | +$962 | 0.01% | 372 |
|
|
2021
Q1 | $295K | Hold |
4,175
| – | – | ﹤0.01% | 400 |
|
|
2020
Q4 | $220K | Sell |
4,175
-2,125
| -34% | -$112K | ﹤0.01% | 417 |
|
|
2020
Q3 | $258K | Hold |
6,300
| – | – | ﹤0.01% | 357 |
|
|
2020
Q2 | $326K | Hold |
6,300
| – | – | 0.01% | 310 |
|
|
2020
Q1 | $210K | Hold |
6,300
| – | – | 0.01% | 342 |
|
|
2019
Q4 | $421K | Sell |
6,300
-825
| -12% | -$55.1K | 0.01% | 304 |
|
|
2019
Q3 | $431K | Buy |
+7,125
| New | +$431K | 0.01% | 281 |
|