Great Valley Advisor Group’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 | $256K | Buy |
6,659
+6
| +0.1% | +$231 | 0.01% | 791 |
|
|
2025
Q1 | $281K | Sell |
6,653
-99
| -1% | -$4.19K | 0.01% | 745 |
|
|
2024
Q4 | $250K | Buy |
6,752
+1,006
| +18% | +$37.3K | 0.01% | 745 |
|
|
2024
Q3 | $203K | Buy |
5,746
+156
| +3% | +$5.5K | 0.01% | 805 |
|
|
2024
Q2 | $204K | Sell |
5,590
-83
| -1% | -$3.03K | 0.01% | 745 |
|
|
2024
Q1 | $205K | Buy |
+5,673
| New | +$205K | 0.01% | 707 |
|
|
2023
Q3 | – | Sell |
-6,652
| Closed | -$204K | – | 699 |
|
|
2023
Q2 | $204K | Sell |
6,652
-593
| -8% | -$18.2K | 0.01% | 657 |
|
|
2023
Q1 | $210K | Buy |
+7,245
| New | +$210K | 0.01% | 643 |
|