CPIG
Chicago Partners Investment Group’s Western Midstream Partners WES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $904K | Buy |
22,598
+573
| +3% | +$22.9K | 0.03% | 421 |
|
|
2025
Q1 | $792K | Sell |
22,025
-2,485
| -10% | -$89.3K | 0.03% | 413 |
|
|
2024
Q4 | $983K | Sell |
24,510
-194
| -0.8% | -$7.78K | 0.03% | 346 |
|
|
2024
Q3 | $947K | Buy |
24,704
+244
| +1% | +$9.36K | 0.03% | 339 |
|
|
2024
Q2 | $996K | Sell |
24,460
-347
| -1% | -$14.1K | 0.04% | 315 |
|
|
2024
Q1 | $883K | Sell |
24,807
-1,769
| -7% | -$63K | 0.04% | 336 |
|
|
2023
Q4 | $770K | Buy |
26,576
+213
| +0.8% | +$6.17K | 0.04% | 341 |
|
|
2023
Q3 | $725K | Buy |
26,363
+407
| +2% | +$11.2K | 0.04% | 329 |
|
|
2023
Q2 | $725K | Buy |
25,956
+299
| +1% | +$8.35K | 0.04% | 336 |
|
|
2023
Q1 | $689K | Buy |
25,657
+188
| +0.7% | +$5.05K | 0.04% | 320 |
|
|
2022
Q4 | $694K | Buy |
25,469
+202
| +0.8% | +$5.5K | 0.04% | 312 |
|
|
2022
Q3 | $692K | Sell |
25,267
-1,516
| -6% | -$41.5K | 0.05% | 284 |
|
|
2022
Q2 | $718K | Sell |
26,783
-4,561
| -15% | -$122K | 0.05% | 276 |
|
|
2022
Q1 | $812K | Buy |
31,344
+512
| +2% | +$13.3K | 0.06% | 233 |
|
|
2021
Q4 | $823K | Sell |
30,832
-715
| -2% | -$19.1K | 0.06% | 254 |
|
|
2021
Q3 | $706K | Sell |
31,547
-635
| -2% | -$14.2K | 0.05% | 284 |
|
|
2021
Q2 | $671K | Sell |
32,182
-347
| -1% | -$7.24K | 0.05% | 279 |
|
|
2021
Q1 | $647K | Buy |
32,529
+597
| +2% | +$11.9K | 0.05% | 263 |
|
|
2020
Q4 | $486K | Sell |
31,932
-515
| -2% | -$7.84K | 0.05% | 286 |
|
|
2020
Q3 | $248K | Sell |
32,447
-5,341
| -14% | -$40.8K | 0.03% | 348 |
|
|
2020
Q2 | $364K | Sell |
37,788
-549
| -1% | -$5.29K | 0.05% | 260 |
|
|
2020
Q1 | $220K | Sell |
38,337
-948
| -2% | -$5.44K | 0.03% | 310 |
|
|
2019
Q4 | $831K | Buy |
39,285
+5,628
| +17% | +$119K | 0.1% | 149 |
|
|
2019
Q3 | $765K | Buy |
33,657
+1,135
| +3% | +$25.8K | 0.11% | 141 |
|
|
2019
Q2 | $1.01M | Sell |
32,522
-461
| -1% | -$14.4K | 0.15% | 111 |
|
|
2019
Q1 | $1.1M | Buy |
32,983
+3,218
| +11% | +$107K | 0.16% | 99 |
|
|
2018
Q4 | $930K | Sell |
29,765
-4,212
| -12% | -$132K | 0.14% | 129 |
|
|
2018
Q3 | $994K | Buy |
33,977
+4,717
| +16% | +$138K | 0.15% | 116 |
|
|
2018
Q2 | $1.05M | Sell |
29,260
-425
| -1% | -$15.2K | 0.16% | 101 |
|
|
2018
Q1 | $983K | Buy |
29,685
+1,901
| +7% | +$63K | 0.17% | 97 |
|
|
2017
Q4 | $1.03M | Buy |
27,784
+1,042
| +4% | +$38.7K | 0.17% | 100 |
|
|
2017
Q3 | $1.1M | Buy |
26,742
+12,836
| +92% | +$528K | 0.19% | 93 |
|
|
2017
Q2 | $594K | Buy |
13,906
+833
| +6% | +$35.6K | 0.16% | 101 |
|
|
2017
Q1 | $603K | Buy |
13,073
+5,279
| +68% | +$243K | 0.17% | 96 |
|
|
2016
Q4 | $330K | Buy |
7,794
+653
| +9% | +$27.6K | 0.12% | 130 |
|
|
2016
Q3 | $303K | Buy |
7,141
+71
| +1% | +$3.01K | 0.12% | 136 |
|
|
2016
Q2 | $270K | Sell |
7,070
-335
| -5% | -$12.8K | 0.13% | 110 |
|
|
2016
Q1 | $264K | Buy |
7,405
+106
| +1% | +$3.78K | 0.14% | 103 |
|
|
2015
Q4 | $265K | Sell |
7,299
-590
| -7% | -$21.4K | 0.13% | 124 |
|
|
2015
Q3 | $311K | Sell |
7,889
-9,877
| -56% | -$389K | 0.17% | 88 |
|
|
2015
Q2 | $1.07M | Buy |
17,766
+8,920
| +101% | +$536K | 0.49% | 47 |
|
|
2015
Q1 | $533K | Buy |
8,846
+3
| +0% | +$181 | 0.24% | 66 |
|
|
2014
Q4 | $533K | Buy |
+8,843
| New | +$533K | 0.23% | 68 |
|