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
2025
Q3
$37.4K Sell
2025
Q2
$42.5K Buy
2025
Q1
Sell
2024
Q4
$63K Hold
2024
Q3
$57.4K Sell
2024
Q2
$105K Buy
2024
Q1
$53.3K Hold
2023
Q4
$43.9K Hold
2023
Q3
$40.8K Hold
2023
Q2
$39.8K Sell
2023
Q1
$40.1K Buy
2022
Q4
$40.8K Hold
2022
Q3
$38K Buy
2022
Q2
$36K Hold
2022
Q1
$38K Buy