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Hess shares owned by Institute For Wealth Management

Quarter-by-quarter ownership of Hess (HES) shares owned by Institute For Wealth Management from 13F filings

Historical chart of Institute For Wealth Management investment in Hess

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All positions including Hess held by Institute For Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hess by Institute For Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 7.4k 152.64
2023-12-31 $1.1M 7.4k 144.16
2023-09-30 $1.1M 7.4k 153.00
2023-06-30 $1.0M 7.4k 135.95
2023-03-31 $985k 7.4k 132.34
2022-12-31 $1.1M 7.4k 141.82
2022-09-30 $811k 7.4k 108.99
2022-06-30 $788k 7.4k 105.90
2022-03-31 $796k 7.4k 106.97
2021-12-31 $551k 7.4k 74.05
2021-09-30 $589k 7.5k 78.11
2021-06-30 $658k 7.5k 87.26
2021-03-31 $536k 7.6k 70.70
2020-12-31 $395k 7.5k 52.74
2020-09-30 $356k 8.7k 40.97
2020-06-30 $451k 8.7k 51.80
2020-03-31 $291k 8.8k 33.25
2019-12-31 $614k 614 1000.00
2019-09-30 $560k 9.3k 60.50
2019-06-30 $591k 9.3k 63.61
2019-03-31 $534k 8.9k 60.26
2018-12-31 $333k 8.2k 40.44
2017-12-31 $432k 9.0k 47.98
2017-06-30 $396k 9.1k 43.38