Corient Private Wealth’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $982K | Buy |
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|
2025
Q3 | $795K | Buy |
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|
2025
Q2 | $480K | Sell |
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|
2025
Q1 | $753K | Sell |
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|
2024
Q4 | $941K | Buy |
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|
2024
Q3 | $885K | Buy |
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|
2024
Q2 | $656K | Sell |
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|
2024
Q1 | $668K | Sell |
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|
2023
Q4 | $640K | Hold |
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|
2023
Q3 | $596K | Sell |
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|
2023
Q2 | $596K | Buy |
|