Spire Wealth Management’s Hess Midstream HESM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.4K	Buy	422 +8	+2%	+$296	﹤0.01%	1482
2025 Q4	$14.3K	Buy	414 +9	+2%	+$303	﹤0.01%	1603
2025 Q3	$14K	Sell	405 -12	-3%	-$476	﹤0.01%	1637
2025 Q2	$16.1K	Buy	417 +27	+7%	+$1.03K	﹤0.01%	1585
2025 Q1	$16.5K	Buy	390 +6	+2%	+$245	﹤0.01%	1678
2024 Q4	$14.2K	Buy	384 +8	+2%	+$288	﹤0.01%	1740
2024 Q3	$13.3K	Buy	376 +7	+2%	+$257	﹤0.01%	1560
2024 Q2	$13.4K	Buy	369 +7	+2%	+$247	﹤0.01%	1554
2024 Q1	$13.1K	Buy	362 +7	+2%	+$237	﹤0.01%	1632
2023 Q4	$11.4K	Sell	355 -93	-21%	-$2.85K	﹤0.01%	1717
2023 Q3	$13.1K	Buy	448 +106	+31%	+$3.2K	﹤0.01%	1651
2023 Q2	$10.5K	Buy	342 +7	+2%	+$202	﹤0.01%	1799
2023 Q1	$9.69K	Buy	+335	New	+$9.76K	﹤0.01%	1857
2022 Q3	–	Sell	-316	Closed	-$9K	–	2363
2022 Q2	$9K	Buy	316 +6	+2%	+$185	﹤0.01%	1951
2022 Q1	$9K	Buy	310 +6	+2%	+$181	﹤0.01%	2063
2021 Q4	$8K	Buy	304 +6	+2%	+$156	﹤0.01%	2442
2021 Q3	$8K	Buy	298 +5	+2%	+$127	﹤0.01%	2154
2021 Q2	$7K	Buy	293 +6	+2%	+$145	﹤0.01%	2229
2021 Q1	$6K	Buy	+287	New	+$6.19K	﹤0.01%	2568