Concourse Financial Group Securities’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
Q1 | – | Sell |
-2,637
| Closed | -$111K | – | 8342 |
|
|
2024
Q4 | $111K | Hold |
2,637
| – | – | 0.01% | 913 |
|
|
2024
Q3 | $101K | Hold |
2,637
| – | – | 0.01% | 934 |
|
|
2024
Q2 | $105K | Hold |
2,637
| – | – | 0.01% | 922 |
|
|
2024
Q1 | $93.7K | Hold |
2,637
| – | – | 0.01% | 940 |
|
|
2023
Q4 | $77.2K | Hold |
2,637
| – | – | 0.01% | 983 |
|
|
2023
Q3 | $71.8K | Hold |
2,637
| – | – | 0.01% | 952 |
|
|
2023
Q2 | $69.9K | Hold |
2,637
| – | – | 0.01% | 968 |
|
|
2023
Q1 | $69.5K | Hold |
2,637
| – | – | 0.01% | 975 |
|
|
2022
Q4 | $70.8K | Hold |
2,637
| – | – | 0.01% | 942 |
|
|
2022
Q3 | $66K | Hold |
2,637
| – | – | 0.01% | 856 |
|
|
2022
Q2 | $64K | Hold |
2,637
| – | – | 0.01% | 986 |
|
|
2022
Q1 | $67K | Hold |
2,637
| – | – | ﹤0.01% | 1026 |
|
|
2021
Q4 | $59K | Hold |
2,637
| – | – | ﹤0.01% | 1216 |
|
|
2021
Q3 | $55K | Hold |
2,637
| – | – | ﹤0.01% | 1271 |
|
|
2021
Q2 | $56K | Buy |
+2,637
| New | +$56K | ﹤0.01% | 1261 |
|
|
2021
Q1 | – | Sell |
-1,116
| Closed | -$15K | – | 6494 |
|
|
2020
Q4 | $15K | Hold |
1,116
| – | – | ﹤0.01% | 1562 |
|
|
2020
Q3 | $9K | Hold |
1,116
| – | – | ﹤0.01% | 1620 |
|
|
2020
Q2 | $11K | Buy |
+1,116
| New | +$11K | ﹤0.01% | 1473 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5853 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5766 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 5609 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5642 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 5545 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5455 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5286 |
|