Corient Private Wealth’s Hess Midstream HESM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $636K | Buy |
16,513
+6,889
| +72% | +$265K | ﹤0.01% | 1665 |
|
|
2025
Q1 | $407K | Buy |
9,624
+462
| +5% | +$19.5K | ﹤0.01% | 1695 |
|
|
2024
Q4 | $339K | Buy |
9,162
+5
| +0.1% | +$185 | ﹤0.01% | 1829 |
|
|
2024
Q3 | $323K | Sell |
9,157
-1,386
| -13% | -$48.9K | ﹤0.01% | 1957 |
|
|
2024
Q2 | $384K | Sell |
10,543
-185
| -2% | -$6.74K | ﹤0.01% | 1773 |
|
|
2024
Q1 | $388K | Buy |
10,728
+1,836
| +21% | +$66.3K | ﹤0.01% | 1755 |
|
|
2023
Q4 | $281K | Sell |
8,892
-216
| -2% | -$6.83K | ﹤0.01% | 1891 |
|
|
2023
Q3 | $265K | Buy |
+9,108
| New | +$265K | ﹤0.01% | 1796 |
|