Allworth Financial’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.5K | Buy |
+1,099
| New | +$42.5K | ﹤0.01% | 2041 |
|
|
2025
Q1 | – | Sell |
-1,500
| Closed | -$63K | – | 4179 |
|
|
2024
Q4 | $63K | Hold |
1,500
| – | – | ﹤0.01% | 1458 |
|
|
2024
Q3 | $57.4K | Sell |
1,500
-1,000
| -40% | -$38.3K | ﹤0.01% | 1348 |
|
|
2024
Q2 | $105K | Buy |
2,500
+1,000
| +67% | +$42.1K | ﹤0.01% | 1058 |
|
|
2024
Q1 | $53.3K | Hold |
1,500
| – | – | ﹤0.01% | 1283 |
|
|
2023
Q4 | $43.9K | Hold |
1,500
| – | – | ﹤0.01% | 1242 |
|
|
2023
Q3 | $40.8K | Hold |
1,500
| – | – | ﹤0.01% | 1195 |
|
|
2023
Q2 | $39.8K | Sell |
1,500
-22
| -1% | -$583 | ﹤0.01% | 1201 |
|
|
2023
Q1 | $40.1K | Buy |
1,522
+2
| +0.1% | +$53 | ﹤0.01% | 1152 |
|
|
2022
Q4 | $40.8K | Hold |
1,520
| – | – | ﹤0.01% | 1087 |
|
|
2022
Q3 | $38K | Buy |
1,520
+20
| +1% | +$500 | ﹤0.01% | 1058 |
|
|
2022
Q2 | $36K | Hold |
1,500
| – | – | ﹤0.01% | 1017 |
|
|
2022
Q1 | $38K | Buy |
+1,500
| New | +$38K | ﹤0.01% | 996 |
|