Avantra Family Wealth, Inc. HES Holdings History
Number of Shares
3,745.00
Current Holdings Value*
$598,190.00
% of Portfolio
0.58%
Total Estimate Gain
$7,265.30
% of Total Estimate Gain
1.32%
Avantra Family Wealth, Inc.'s Hess Corp Holding Summary
As of 2025-03-31, Avantra Family Wealth, Inc. held 3,745.00 shares of Hess Corp(HES), totaling $598,190.00. This investment constitutes 0.58% of their stock portfolio, and Avantra Family Wealth, Inc. now holds 0% of the outstanding Hess Corp(HES) stock.
The initial trade took place in 2025Q1. And since then Avantra Family Wealth, Inc. has made 1 purchases of HES, at an average price of $147.03, for a total of 3,745.00 shares. Based on historical transaction data and HES's current price of $148.97, Avantra Family Wealth, Inc.'s estimated gain on his HES holdings is $7,265.30, reflecting a 1.32% gain to date.
Avantra Family Wealth, Inc. HES ($148.97) Holding Chart
Avantra Family Wealth, Inc. HES ($148.97) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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