Venturi Wealth Management’s Hess Midstream HESM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $601K | Buy |
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|
2025
Q4 | $476K | Sell |
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|
2025
Q3 | $479K | Sell |
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|
2025
Q2 | $559K | Sell |
|
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|
2025
Q1 | $628K | Sell |
|
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|
2024
Q4 | $611K | Buy |
|
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|
2024
Q3 | $530K | Sell |
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|
2024
Q2 | $554K | Sell |
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|
2024
Q1 | $617K | Sell |
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|
2023
Q4 | $597K | Sell |
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|
2023
Q3 | $597K | Buy |
|