Allworth Financial’s Western Midstream Partners WES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$42.8K	Buy	1,040 +1	+0.1%	+$41	﹤0.01%	2436
2025 Q4	$41K	Buy	1,039 +88	+9%	+$3.41K	﹤0.01%	2323
2025 Q3	$37.4K	Sell	951 -148	-13%	-$5.78K	﹤0.01%	2306
2025 Q2	$42.5K	Buy	+1,099	New	+$41.8K	﹤0.01%	2049
2025 Q1	–	Sell	-1,500	Closed	-$63K	–	4188
2024 Q4	$63K	Hold	1,500	–	–	﹤0.01%	1463
2024 Q3	$57.4K	Sell	1,500 -1,000	-40%	-$39.4K	﹤0.01%	1350
2024 Q2	$105K	Buy	2,500 +1,000	+67%	+$36.8K	﹤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%	-$579	﹤0.01%	1201
2023 Q1	$40.1K	Buy	1,522 +2	+0.1%	+$54	﹤0.01%	1152
2022 Q4	$40.8K	Hold	1,520	–	–	﹤0.01%	1087
2022 Q3	$38K	Buy	1,520 +20	+1%	+$534	﹤0.01%	1058
2022 Q2	$36K	Hold	1,500	–	–	﹤0.01%	1017
2022 Q1	$38K	Buy	+1,500	New	+$37K	﹤0.01%	996