Advisors Asset Management’s Western Midstream Partners WES Stock Holding History

Advisors Asset Management’s Portfolio WES Stock Details WES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.98M	Buy	242,458 +7,337	+3%	+$303K	0.17%	151
2025 Q4	$9.29M	Buy	235,121 +48,268	+26%	+$1.87M	0.16%	154
2025 Q3	$7.34M	Buy	186,853 +29,754	+19%	+$1.16M	0.12%	203
2025 Q2	$6.08M	Buy	157,099 +23,023	+17%	+$876K	0.11%	242
2025 Q1	$5.49M	Buy	134,076 +29,192	+28%	+$1.19M	0.1%	252
2024 Q4	$4.03M	Buy	104,884 +30,449	+41%	+$1.18M	0.07%	348
2024 Q3	$2.85M	Sell	74,435 -2,635	-3%	-$104K	0.05%	459
2024 Q2	$3.06M	Buy	77,070 +3,107	+4%	+$114K	0.06%	414
2024 Q1	$2.63M	Sell	73,963 -8,878	-11%	-$276K	0.05%	465
2023 Q4	$2.42M	Buy	82,841 +1,434	+2%	+$40.1K	0.05%	462
2023 Q3	$2.22M	Sell	81,407 -19,981	-20%	-$542K	0.05%	479
2023 Q2	$2.69M	Buy	101,388 +1,922	+2%	+$50.6K	0.05%	421
2023 Q1	$2.62M	Sell	99,466 -16,425	-14%	-$441K	0.05%	431
2022 Q4	$3.11M	Buy	115,891 +1,702	+1%	+$45.9K	0.06%	371
2022 Q3	$2.87M	Sell	114,189 -17,965	-14%	-$480K	0.06%	376
2022 Q2	$3.21M	Sell	132,154 -7,467	-5%	-$191K	0.06%	354
2022 Q1	$3.52M	Sell	139,621 -7,991	-5%	-$197K	0.05%	389
2021 Q4	$3.29M	Buy	147,612 +17,664	+14%	+$378K	0.05%	443
2021 Q3	$2.72M	Buy	129,948 +19,294	+17%	+$384K	0.04%	485
2021 Q2	$2.37M	Buy	110,654 +19,298	+21%	+$400K	0.04%	546
2021 Q1	$1.7M	Buy	91,356 +20,795	+29%	+$354K	0.03%	649
2020 Q4	$975K	Buy	70,561 +5,482	+8%	+$63K	0.02%	791
2020 Q3	$521K	Buy	65,079 +7,512	+13%	+$67.8K	0.01%	915
2020 Q2	$578K	Buy	57,567 +12,325	+27%	+$102K	0.01%	862
2020 Q1	$147K	Buy	45,242 +18,802	+71%	+$259K	﹤0.01%	1164
2019 Q4	$521K	Sell	26,440 -716	-3%	-$14.8K	0.01%	968
2019 Q3	$676K	Sell	27,156 -329	-1%	-$8.75K	0.01%	886
2019 Q2	$846K	Sell	27,485 -1,258	-4%	-$38.8K	0.02%	842
2019 Q1	$901K	Buy	+28,743	New	+$913K	0.02%	858