Caprock 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
Q1 | $738K | Buy |
18,006
+137
| +0.8% | +$5.61K | 0.02% | 574 |
|
|
2024
Q4 | $687K | Buy |
17,869
+12,565
| +237% | +$483K | 0.02% | 520 |
|
|
2024
Q3 | $203K | Buy |
+5,304
| New | +$203K | 0.01% | 845 |
|
|
2024
Q1 | – | Sell |
-14,738
| Closed | -$431K | – | 751 |
|
|
2023
Q4 | $431K | Buy |
+14,738
| New | +$431K | 0.03% | 428 |
|
|
2017
Q2 | – | Sell |
-5,120
| Closed | -$236K | – | 472 |
|
|
2017
Q1 | $236K | Sell |
5,120
-1,835
| -26% | -$84.6K | 0.06% | 295 |
|
|
2016
Q4 | $295K | Sell |
6,955
-23,166
| -77% | -$983K | 0.07% | 231 |
|
|
2016
Q3 | $1.28M | Sell |
30,121
-4,039
| -12% | -$172K | 0.29% | 84 |
|
|
2016
Q2 | $1.31M | Sell |
34,160
-627
| -2% | -$24K | 0.32% | 79 |
|
|
2016
Q1 | $1.24M | Buy |
+34,787
| New | +$1.24M | 0.29% | 77 |
|