Cary Street Partners Investment Advisory’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
$1.81M Hold
46,680
0.87% 21
2025
Q1
$1.91M Sell
46,680
-1,775
-4% -$72.7K 1.1% 15
2024
Q4
$1.86M Hold
48,455
1.22% 13
2024
Q3
$1.85M Hold
48,455
0.07% 278
2024
Q2
$1.93M Hold
48,455
0.08% 256
2024
Q1
$1.72M Buy
+48,455
New +$1.72M 0.07% 267