Cetera Investment Advisers’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 | $3.46M | Buy |
89,419
+31,843
| +55% | +$1.23M | 0.01% | 1454 |
|
|
2025
Q1 | $2.36M | Buy |
57,576
+8,776
| +18% | +$359K | ﹤0.01% | 1634 |
|
|
2024
Q4 | $1.88M | Buy |
48,800
+19,826
| +68% | +$762K | ﹤0.01% | 1710 |
|
|
2024
Q3 | $1.11M | Buy |
28,974
+13,986
| +93% | +$535K | ﹤0.01% | 2051 |
|
|
2024
Q2 | $595K | Buy |
14,988
+6,803
| +83% | +$270K | ﹤0.01% | 2460 |
|
|
2024
Q1 | $291K | Buy |
+8,185
| New | +$291K | ﹤0.01% | 3072 |
|
|
2023
Q3 | – | Sell |
-12,621
| Closed | -$335K | – | 2285 |
|
|
2023
Q2 | $335K | Sell |
12,621
-267
| -2% | -$7.08K | ﹤0.01% | 1672 |
|
|
2023
Q1 | $340K | Sell |
12,888
-93
| -0.7% | -$2.45K | ﹤0.01% | 1634 |
|
|
2022
Q4 | $349K | Buy |
12,981
+554
| +4% | +$14.9K | ﹤0.01% | 1565 |
|
|
2022
Q3 | $313K | Buy |
12,427
+11
| +0.1% | +$277 | 0.01% | 1240 |
|
|
2022
Q2 | $302K | Sell |
12,416
-403
| -3% | -$9.8K | ﹤0.01% | 1414 |
|
|
2022
Q1 | $323K | Sell |
12,819
-184
| -1% | -$4.64K | ﹤0.01% | 1430 |
|
|
2021
Q4 | $290K | Sell |
13,003
-500
| -4% | -$11.2K | ﹤0.01% | 1506 |
|
|
2021
Q3 | $283K | Sell |
13,503
-10
| -0.1% | -$210 | ﹤0.01% | 1478 |
|
|
2021
Q2 | $289K | Buy |
13,513
+48
| +0.4% | +$1.03K | ﹤0.01% | 1436 |
|
|
2021
Q1 | $250K | Buy |
13,465
+61
| +0.5% | +$1.13K | ﹤0.01% | 1343 |
|
|
2020
Q4 | $185K | Buy |
13,404
+1,096
| +9% | +$15.1K | ﹤0.01% | 1466 |
|
|
2020
Q3 | $98K | Sell |
12,308
-28,745
| -70% | -$229K | 0.01% | 623 |
|
|
2020
Q2 | $412K | Buy |
+41,053
| New | +$412K | 0.04% | 393 |
|