CWP
CFM Wealth Partners’s Western Midstream Partners WES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Hold |
44,944
| – | – | 0.28% | 60 |
|
|
2025
Q1 | $1.84M | Buy |
44,944
+9,904
| +28% | +$406K | 0.32% | 57 |
|
|
2024
Q4 | $1.35M | Hold |
35,040
| – | – | 0.23% | 67 |
|
|
2024
Q3 | $1.34M | Hold |
35,040
| – | – | 0.23% | 69 |
|
|
2024
Q2 | $1.39M | Buy |
35,040
+14,680
| +72% | +$583K | 0.26% | 70 |
|
|
2024
Q1 | $724K | Buy |
20,360
+10,482
| +106% | +$373K | 0.15% | 87 |
|
|
2023
Q4 | $289K | Buy |
+9,878
| New | +$289K | 0.07% | 137 |
|
|
2023
Q3 | – | Sell |
-9,878
| Closed | -$262K | – | 164 |
|
|
2023
Q2 | $262K | Buy |
+9,878
| New | +$262K | 0.06% | 143 |
|
|
2023
Q1 | – | Sell |
-9,878
| Closed | -$265K | – | 165 |
|
|
2022
Q4 | $265K | Buy |
+9,878
| New | +$265K | 0.08% | 140 |
|
|
2022
Q3 | – | Sell |
-9,878
| Closed | -$240K | – | 166 |
|
|
2022
Q2 | $240K | Hold |
9,878
| – | – | 0.07% | 146 |
|
|
2022
Q1 | $249K | Hold |
9,878
| – | – | 0.06% | 161 |
|
|
2021
Q4 | $223K | Hold |
9,878
| – | – | 0.05% | 168 |
|
|
2021
Q3 | $207K | Buy |
+9,878
| New | +$207K | 0.05% | 180 |
|