Venturi 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 | $559K | Sell |
14,524
-323
| -2% | -$12.4K | 0.03% | 309 |
|
|
2025
Q1 | $628K | Sell |
14,847
-1,659
| -10% | -$70.2K | 0.03% | 282 |
|
|
2024
Q4 | $611K | Buy |
16,506
+1,472
| +10% | +$54.5K | 0.03% | 297 |
|
|
2024
Q3 | $530K | Sell |
15,034
-175
| -1% | -$6.17K | 0.03% | 289 |
|
|
2024
Q2 | $554K | Sell |
15,209
-1,857
| -11% | -$67.7K | 0.03% | 265 |
|
|
2024
Q1 | $617K | Sell |
17,066
-1,815
| -10% | -$65.6K | 0.04% | 234 |
|
|
2023
Q4 | $597K | Sell |
18,881
-1,599
| -8% | -$50.6K | 0.04% | 240 |
|
|
2023
Q3 | $597K | Buy |
+20,480
| New | +$597K | 0.05% | 223 |
|