Avantax Advisory Services’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
$260K Sell
6,718
-59
-0.9% -$2.28K ﹤0.01% 2023
2025
Q1
$278K Buy
6,777
+1,092
+19% +$44.7K ﹤0.01% 1890
2024
Q4
$218K Sell
5,685
-155
-3% -$5.96K ﹤0.01% 1999
2024
Q3
$223K Buy
5,840
+40
+0.7% +$1.53K ﹤0.01% 1947
2024
Q2
$230K Buy
+5,800
New +$230K ﹤0.01% 1876