Baldwin Wealth Partners’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 |
-5,000
| Closed | -$205K | – | 236 |
|
|
2025
Q1 | $205K | Buy |
+5,000
| New | +$205K | 0.01% | 220 |
|
|
2024
Q4 | – | Sell |
-5,000
| Closed | -$191K | – | 1031 |
|
|
2024
Q3 | $191K | Hold |
5,000
| – | – | 0.01% | 335 |
|
|
2024
Q2 | $199K | Hold |
5,000
| – | – | 0.02% | 198 |
|
|
2024
Q1 | $178K | Sell |
5,000
-8,388
| -63% | -$298K | 0.01% | 223 |
|
|
2023
Q4 | $392K | Hold |
13,388
| – | – | 0.03% | 165 |
|
|
2023
Q3 | $365K | Hold |
13,388
| – | – | 0.03% | 175 |
|
|
2023
Q2 | $355K | Hold |
13,388
| – | – | 0.03% | 193 |
|
|
2023
Q1 | $353K | Hold |
13,388
| – | – | 0.03% | 190 |
|
|
2022
Q4 | $359K | Hold |
13,388
| – | – | 0.03% | 182 |
|
|
2022
Q3 | $337K | Hold |
13,388
| – | – | 0.05% | 130 |
|
|
2022
Q2 | $325K | Hold |
13,388
| – | – | 0.04% | 144 |
|
|
2022
Q1 | $338K | Hold |
13,388
| – | – | 0.04% | 154 |
|
|
2021
Q4 | $298K | Hold |
13,388
| – | – | 0.03% | 167 |
|
|
2021
Q3 | $281K | Hold |
13,388
| – | – | 0.03% | 172 |
|
|
2021
Q2 | $287K | Hold |
13,388
| – | – | 0.03% | 164 |
|
|
2021
Q1 | $249K | Hold |
13,388
| – | – | 0.03% | 165 |
|
|
2020
Q4 | $185K | Hold |
13,388
| – | – | 0.02% | 182 |
|
|
2020
Q3 | $107K | Hold |
13,388
| – | – | 0.01% | 228 |
|
|
2020
Q2 | $134K | Sell |
13,388
-1,525
| -10% | -$15.3K | 0.02% | 186 |
|
|
2020
Q1 | $48K | Buy |
14,913
+5,000
| +50% | +$16.1K | 0.01% | 280 |
|
|
2019
Q4 | $195K | Sell |
9,913
-4,652
| -32% | -$91.5K | 0.03% | 183 |
|
|
2019
Q3 | $363K | Hold |
14,565
| – | – | 0.05% | 130 |
|
|
2019
Q2 | $448K | Sell |
14,565
-77
| -0.5% | -$2.37K | 0.07% | 129 |
|
|
2019
Q1 | $459K | Buy |
+14,642
| New | +$459K | 0.07% | 129 |
|
|
2018
Q3 | – | Sell |
-5,423
| Closed | -$194K | – | 541 |
|
|
2018
Q2 | $194K | Buy |
+5,423
| New | +$194K | 0.03% | 201 |
|