Cerity Partners’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 | $968K | Buy |
25,003
+7,032
| +39% | +$272K | ﹤0.01% | 1534 |
|
|
2025
Q1 | $736K | Sell |
17,971
-2,632
| -13% | -$108K | ﹤0.01% | 1562 |
|
|
2024
Q4 | $789K | Sell |
20,603
-9,275
| -31% | -$355K | ﹤0.01% | 1526 |
|
|
2024
Q3 | $1.14M | Buy |
29,878
+10,624
| +55% | +$406K | ﹤0.01% | 1338 |
|
|
2024
Q2 | $765K | Sell |
19,254
-10,365
| -35% | -$412K | ﹤0.01% | 1344 |
|
|
2024
Q1 | $1.05M | Buy |
+29,619
| New | +$1.05M | ﹤0.01% | 1250 |
|