Baldwin Wealth Partners’s Hess Midstream HESM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,000
| Closed | -$254K | – | 226 |
|
|
2025
Q1 | $254K | Buy |
+6,000
| New | +$254K | 0.02% | 193 |
|
|
2024
Q4 | – | Sell |
-4,000
| Closed | -$141K | – | 576 |
|
|
2024
Q3 | $141K | Hold |
4,000
| – | – | 0.01% | 371 |
|
|
2024
Q2 | $146K | Hold |
4,000
| – | – | 0.01% | 227 |
|
|
2024
Q1 | $145K | Hold |
4,000
| – | – | 0.01% | 238 |
|
|
2023
Q4 | $127K | Hold |
4,000
| – | – | 0.01% | 254 |
|
|
2023
Q3 | $117K | Hold |
4,000
| – | – | 0.01% | 283 |
|
|
2023
Q2 | $123K | Hold |
4,000
| – | – | 0.01% | 294 |
|
|
2023
Q1 | $116K | Hold |
4,000
| – | – | 0.01% | 308 |
|
|
2022
Q4 | $120K | Hold |
4,000
| – | – | 0.01% | 291 |
|
|
2022
Q3 | $102K | Hold |
4,000
| – | – | 0.01% | 238 |
|
|
2022
Q2 | $112K | Hold |
4,000
| – | – | 0.01% | 242 |
|
|
2022
Q1 | $120K | Buy |
+4,000
| New | +$120K | 0.01% | 255 |
|