Barnett & Company’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 | $221K | Hold |
5,700
| – | – | 0.17% | 75 |
|
|
2025
Q1 | $233K | Hold |
5,700
| – | – | 0.2% | 72 |
|
|
2024
Q4 | $219K | Hold |
5,700
| – | – | 0.14% | 75 |
|
|
2024
Q3 | $218K | Hold |
5,700
| – | – | 0.14% | 76 |
|
|
2024
Q2 | $226K | Hold |
5,700
| – | – | 0.16% | 75 |
|
|
2024
Q1 | $203K | Sell |
5,700
-9,000
| -61% | -$320K | 0.14% | 81 |
|
|
2023
Q4 | $430K | Hold |
14,700
| – | – | 0.32% | 60 |
|
|
2023
Q3 | $400K | Hold |
14,700
| – | – | 0.31% | 60 |
|
|
2023
Q2 | $390K | Buy |
14,700
+400
| +3% | +$10.6K | 0.29% | 63 |
|
|
2023
Q1 | $377K | Hold |
14,300
| – | – | 0.29% | 57 |
|
|
2022
Q4 | $384K | Hold |
14,300
| – | – | 0.29% | 62 |
|
|
2022
Q3 | $360K | Sell |
14,300
-610
| -4% | -$15.4K | 0.32% | 61 |
|
|
2022
Q2 | $362K | Hold |
14,910
| – | – | 0.29% | 64 |
|
|
2022
Q1 | $376K | Hold |
14,910
| – | – | 0.27% | 70 |
|
|
2021
Q4 | $332K | Hold |
14,910
| – | – | 0.23% | 74 |
|
|
2021
Q3 | $313K | Sell |
14,910
-3,900
| -21% | -$81.9K | 0.24% | 77 |
|
|
2021
Q2 | $403K | Sell |
18,810
-15,926
| -46% | -$341K | 0.27% | 75 |
|
|
2021
Q1 | $646K | Buy |
34,736
+1,932
| +6% | +$35.9K | 0.34% | 64 |
|
|
2020
Q4 | $453K | Sell |
32,804
-400
| -1% | -$5.52K | 0.28% | 66 |
|
|
2020
Q3 | $266K | Buy |
33,204
+11,577
| +54% | +$92.7K | 0.19% | 88 |
|
|
2020
Q2 | $217K | Sell |
21,627
-700
| -3% | -$7.02K | 0.18% | 87 |
|
|
2020
Q1 | $72K | Hold |
22,327
| – | – | 0.07% | 123 |
|
|
2019
Q4 | $440K | Sell |
22,327
-5,122
| -19% | -$101K | 0.27% | 61 |
|
|
2019
Q3 | $683K | Hold |
27,449
| – | – | 0.4% | 55 |
|
|
2019
Q2 | $845K | Buy |
27,449
+7,400
| +37% | +$228K | 0.48% | 54 |
|
|
2019
Q1 | $629K | Buy |
+20,049
| New | +$629K | 0.36% | 58 |
|