Atria Wealth Solutions’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
Sell
-8,559
Closed -$351K 1916
2025
Q1
$351K Buy
8,559
+411
+5% +$16.8K ﹤0.01% 1380
2024
Q4
$313K Buy
8,148
+97
+1% +$3.73K ﹤0.01% 1500
2024
Q3
$308K Buy
8,051
+2,351
+41% +$90K ﹤0.01% 1482
2024
Q2
$226K Buy
+5,700
New +$226K ﹤0.01% 1659