KFS
HESM icon

Kaizen Financial Strategies’s Hess Midstream HESM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$494K Buy
12,822
+231
+2% +$8.9K 0.25% 74
2025
Q1
$532K Buy
12,591
+172
+1% +$7.27K 0.31% 59
2024
Q4
$460K Buy
12,419
+235
+2% +$8.7K 0.26% 68
2024
Q3
$430K Buy
12,184
+1,180
+11% +$41.6K 0.25% 68
2024
Q2
$415K Buy
11,004
+100
+0.9% +$3.77K 0.26% 65
2024
Q1
$394K Buy
10,904
+2,379
+28% +$86K 0.27% 70
2023
Q4
$270K Buy
+8,525
New +$270K 0.2% 88