Kovitz Investment Group Partners’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
$1.73M Buy
44,932
+4,253
+10% +$164K 0.01% 668
2025
Q1
$1.72M Sell
40,679
-10,912
-21% -$461K 0.01% 612
2024
Q4
$1.91M Sell
51,591
-292
-0.6% -$10.8K 0.01% 579
2024
Q3
$1.83M Buy
+51,883
New +$1.83M 0.01% 500