Bank of Montreal’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
$228K Sell
5,900
-283
-5% -$11K ﹤0.01% 2449
2025
Q1
$253K Buy
+6,183
New +$253K ﹤0.01% 2345
2022
Q1
Sell
-315,000
Closed -$6.72M 3737
2021
Q4
$6.72M Hold
315,000
﹤0.01% 1089
2021
Q3
$6.65M Sell
315,000
-200
-0.1% -$4.22K ﹤0.01% 1373
2021
Q2
$6.73M Sell
315,200
-44,585
-12% -$952K ﹤0.01% 1382
2021
Q1
$7.08M Buy
359,785
+155,228
+76% +$3.05M ﹤0.01% 1055
2020
Q4
$3.15M Buy
204,557
+21,456
+12% +$330K ﹤0.01% 1355
2020
Q3
$1.52M Sell
183,101
-266,765
-59% -$2.22M ﹤0.01% 1524
2020
Q2
$3.96M Buy
449,866
+624
+0.1% +$5.49K ﹤0.01% 1135
2020
Q1
$1.38M Sell
449,242
-1,882,554
-81% -$5.78M ﹤0.01% 1429
2019
Q4
$45.9M Sell
2,331,796
-1,277,832
-35% -$25.2M 0.03% 396
2019
Q3
$89.8M Buy
3,609,628
+141,557
+4% +$3.52M 0.08% 210
2019
Q2
$107M Buy
3,468,071
+1,691,783
+95% +$52.1M 0.09% 193
2019
Q1
$55.7M Buy
1,776,288
+1,621,481
+1,047% +$50.8M 0.05% 309
2018
Q4
$4.29M Sell
154,807
-160,293
-51% -$4.45M ﹤0.01% 1058
2018
Q3
$9.43M Buy
315,100
+50,054
+19% +$1.5M 0.01% 859
2018
Q2
$9.48M Buy
265,046
+34,346
+15% +$1.23M 0.01% 858
2018
Q1
$7.64M Buy
230,700
+160,700
+230% +$5.32M 0.01% 907
2017
Q4
$2.6M Buy
70,000
+37,712
+117% +$1.4M ﹤0.01% 1362
2017
Q3
$1.33M Sell
32,288
-43,267
-57% -$1.78M ﹤0.01% 1711
2017
Q2
$3.25M Sell
75,555
-3,692
-5% -$159K ﹤0.01% 1279
2017
Q1
$3.65M Sell
79,247
-47,753
-38% -$2.2M ﹤0.01% 1146
2016
Q4
$5.45M Buy
+127,000
New +$5.45M 0.01% 963
2016
Q3
Sell
-191
Closed -$7K 3850
2016
Q2
$7K Buy
+191
New +$7K ﹤0.01% 3387
2014
Q4
Sell
-28,000
Closed -$1.71M 3692
2014
Q3
$1.71M Buy
+28,000
New +$1.71M ﹤0.01% 1270