Creative Planning’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 | $331K | Buy |
8,596
+826
| +11% | +$31.8K | ﹤0.01% | 2809 |
|
|
2025
Q1 | $329K | Buy |
7,770
+580
| +8% | +$24.5K | ﹤0.01% | 2659 |
|
|
2024
Q4 | $266K | Sell |
7,190
-200
| -3% | -$7.41K | ﹤0.01% | 2754 |
|
|
2024
Q3 | $261K | Buy |
7,390
+1,815
| +33% | +$64K | ﹤0.01% | 2644 |
|
|
2024
Q2 | $203K | Buy |
+5,575
| New | +$203K | ﹤0.01% | 2651 |
|
|
2017
Q3 | – | Sell |
-400
| Closed | -$8K | – | 2610 |
|
|
2017
Q2 | $8K | Buy |
+400
| New | +$8K | ﹤0.01% | 3699 |
|