Spire Wealth Management’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
$16.1K Buy
417
+27
+7% +$1.04K ﹤0.01% 1585
2025
Q1
$16.5K Buy
390
+6
+2% +$254 ﹤0.01% 1678
2024
Q4
$14.2K Buy
384
+8
+2% +$296 ﹤0.01% 1740
2024
Q3
$13.3K Buy
376
+7
+2% +$247 ﹤0.01% 1560
2024
Q2
$13.4K Buy
369
+7
+2% +$255 ﹤0.01% 1554
2024
Q1
$13.1K Buy
362
+7
+2% +$253 ﹤0.01% 1632
2023
Q4
$11.4K Sell
355
-93
-21% -$2.99K ﹤0.01% 1717
2023
Q3
$13.1K Buy
448
+106
+31% +$3.09K ﹤0.01% 1651
2023
Q2
$10.5K Buy
342
+7
+2% +$214 ﹤0.01% 1798
2023
Q1
$9.69K Buy
+335
New +$9.69K ﹤0.01% 1856
2022
Q3
Sell
-316
Closed -$9K 2362
2022
Q2
$9K Buy
316
+6
+2% +$171 ﹤0.01% 1950
2022
Q1
$9K Buy
310
+6
+2% +$174 ﹤0.01% 2063
2021
Q4
$8K Buy
304
+6
+2% +$158 ﹤0.01% 2442
2021
Q3
$8K Buy
298
+5
+2% +$134 ﹤0.01% 2154
2021
Q2
$7K Buy
293
+6
+2% +$143 ﹤0.01% 2229
2021
Q1
$6K Buy
+287
New +$6K ﹤0.01% 2568