Bollard Group’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 | $587K | Buy |
15,158
+1,049
| +7% | +$40.6K | 0.01% | 144 |
|
|
2025
Q1 | $578K | Buy |
14,109
+301
| +2% | +$12.3K | 0.02% | 129 |
|
|
2024
Q4 | $531K | Buy |
13,808
+319
| +2% | +$12.3K | 0.01% | 130 |
|
|
2024
Q3 | $516K | Buy |
13,489
+316
| +2% | +$12.1K | 0.01% | 145 |
|
|
2024
Q2 | $523K | Buy |
13,173
+303
| +2% | +$12K | 0.01% | 135 |
|
|
2024
Q1 | $458K | Buy |
12,870
+252
| +2% | +$8.97K | 0.01% | 142 |
|
|
2023
Q4 | $369K | Buy |
12,618
+258
| +2% | +$7.55K | 0.01% | 140 |
|
|
2023
Q3 | $337K | Buy |
12,360
+245
| +2% | +$6.68K | 0.01% | 141 |
|
|
2023
Q2 | $321K | Buy |
12,115
+390
| +3% | +$10.3K | 0.01% | 147 |
|
|
2023
Q1 | $309K | Buy |
11,725
+207
| +2% | +$5.46K | 0.01% | 148 |
|
|
2022
Q4 | $309K | Hold |
11,518
| – | – | 0.01% | 141 |
|
|
2022
Q3 | $290K | Hold |
11,518
| – | – | 0.01% | 150 |
|
|
2022
Q2 | $280K | Hold |
11,518
| – | – | 0.01% | 159 |
|
|
2022
Q1 | $290K | Hold |
11,518
| – | – | 0.01% | 200 |
|
|
2021
Q4 | $257K | Hold |
11,518
| – | – | 0.01% | 214 |
|
|
2021
Q3 | $241K | Hold |
11,518
| – | – | 0.01% | 212 |
|
|
2021
Q2 | $247K | Hold |
11,518
| – | – | 0.01% | 204 |
|
|
2021
Q1 | $214K | Hold |
11,518
| – | – | 0.01% | 216 |
|
|
2020
Q4 | $159K | Hold |
11,518
| – | – | 0.01% | 225 |
|
|
2020
Q3 | $92K | Hold |
11,518
| – | – | ﹤0.01% | 259 |
|
|
2020
Q2 | $116K | Buy |
+11,518
| New | +$116K | ﹤0.01% | 235 |
|