U.S. Capital Wealth 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
Q2 | $1.82M | Hold |
47,133
| – | – | 0.05% | 320 |
|
|
2025
Q1 | $1.99M | Buy |
47,133
+682
| +1% | +$28.8K | 0.06% | 285 |
|
|
2024
Q4 | $1.72M | Hold |
46,451
| – | – | 0.05% | 330 |
|
|
2024
Q3 | $1.64M | Hold |
46,451
| – | – | 0.06% | 273 |
|
|
2024
Q2 | $1.69M | Hold |
46,451
| – | – | 0.06% | 263 |
|
|
2024
Q1 | $1.68M | Hold |
46,451
| – | – | 0.06% | 262 |
|
|
2023
Q4 | $1.47M | Sell |
46,451
-20,000
| -30% | -$633K | 0.06% | 273 |
|
|
2023
Q3 | $1.94M | Buy |
66,451
+16,451
| +33% | +$479K | 0.09% | 198 |
|
|
2023
Q2 | $1.53M | Hold |
50,000
| – | – | 0.07% | 256 |
|
|
2023
Q1 | $1.45M | Hold |
50,000
| – | – | 0.07% | 255 |
|
|
2022
Q4 | $1.5M | Hold |
50,000
| – | – | 0.07% | 258 |
|
|
2022
Q3 | $1.28M | Sell |
50,000
-220
| -0.4% | -$5.61K | 0.06% | 283 |
|
|
2022
Q2 | $1.41M | Buy |
50,220
+220
| +0.4% | +$6.16K | 0.06% | 288 |
|
|
2022
Q1 | $1.5M | Sell |
50,000
-2,500
| -5% | -$75K | 0.05% | 323 |
|
|
2021
Q4 | $1.45M | Hold |
52,500
| – | – | 0.06% | 327 |
|
|
2021
Q3 | $1.48M | Buy |
+52,500
| New | +$1.48M | 0.06% | 312 |
|