Venturi Wealth Management’s Hess Midstream HESM Stock Holding History

Venturi Wealth Management’s Portfolio HESM Stock Details HESM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$479K	Sell
2025 Q2	$559K	Sell
2025 Q1	$628K	Sell
2024 Q4	$611K	Buy
2024 Q3	$530K	Sell
2024 Q2	$554K	Sell
2024 Q1	$617K	Sell
2023 Q4	$597K	Sell
2023 Q3	$597K	Buy