CWP
CFM Wealth Partners’s Hess Midstream HESM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Hold |
42,260
| – | – | 0.26% | 63 |
|
|
2025
Q1 | $1.79M | Hold |
42,260
| – | – | 0.32% | 60 |
|
|
2024
Q4 | $1.56M | Hold |
42,260
| – | – | 0.26% | 65 |
|
|
2024
Q3 | $1.49M | Hold |
42,260
| – | – | 0.26% | 63 |
|
|
2024
Q2 | $1.54M | Buy |
42,260
+6,998
| +20% | +$255K | 0.28% | 68 |
|
|
2024
Q1 | $1.27M | Buy |
35,262
+9,093
| +35% | +$329K | 0.26% | 70 |
|
|
2023
Q4 | $828K | Hold |
26,169
| – | – | 0.19% | 85 |
|
|
2023
Q3 | $762K | Buy |
26,169
+870
| +3% | +$25.3K | 0.2% | 81 |
|
|
2023
Q2 | $776K | Hold |
25,299
| – | – | 0.19% | 87 |
|
|
2023
Q1 | $732K | Hold |
25,299
| – | – | 0.2% | 85 |
|
|
2022
Q4 | $757K | Hold |
25,299
| – | – | 0.23% | 85 |
|
|
2022
Q3 | $646K | Hold |
25,299
| – | – | 0.21% | 89 |
|
|
2022
Q2 | $708K | Hold |
25,299
| – | – | 0.21% | 90 |
|
|
2022
Q1 | $759K | Hold |
25,299
| – | – | 0.18% | 93 |
|
|
2021
Q4 | $707K | Hold |
25,299
| – | – | 0.16% | 99 |
|
|
2021
Q3 | $714K | Buy |
+25,299
| New | +$714K | 0.18% | 91 |
|