Teamwork Financial Advisors’s Hess Midstream HESM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-13,035
Closed -$483K 167
2024
Q4
$483K Buy
13,035
+286
+2% +$10.6K 0.06% 110
2024
Q3
$450K Sell
12,749
-1,152
-8% -$40.6K 0.06% 110
2024
Q2
$507K Sell
13,901
-142
-1% -$5.17K 0.08% 88
2024
Q1
$507K Sell
14,043
-2,048
-13% -$74K 0.08% 104
2023
Q4
$509K Sell
16,091
-5,176
-24% -$164K 0.09% 101
2023
Q3
$619K Sell
21,267
-601
-3% -$17.5K 0.1% 114
2023
Q2
$671K Sell
21,868
-1,323
-6% -$40.6K 0.11% 106
2023
Q1
$671K Sell
23,191
-1,044
-4% -$30.2K 0.12% 98
2022
Q4
$725K Sell
24,235
-7,381
-23% -$221K 0.15% 96
2022
Q3
$807K Sell
31,616
-285
-0.9% -$7.28K 0.17% 86
2022
Q2
$893K Buy
31,901
+11,210
+54% +$314K 0.2% 87
2022
Q1
$621K Buy
+20,691
New +$621K 0.12% 147