Corient Private Wealth’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 | $960K | Buy |
24,814
+6,423
| +35% | +$249K | ﹤0.01% | 1453 |
|
|
2025
Q1 | $753K | Sell |
18,391
-6,087
| -25% | -$249K | ﹤0.01% | 1402 |
|
|
2024
Q4 | $941K | Buy |
24,478
+1,337
| +6% | +$51.4K | ﹤0.01% | 1346 |
|
|
2024
Q3 | $885K | Buy |
23,141
+6,635
| +40% | +$254K | ﹤0.01% | 1435 |
|
|
2024
Q2 | $656K | Sell |
16,506
-2,283
| -12% | -$90.7K | ﹤0.01% | 1500 |
|
|
2024
Q1 | $668K | Sell |
18,789
-3,100
| -14% | -$110K | ﹤0.01% | 1482 |
|
|
2023
Q4 | $640K | Hold |
21,889
| – | – | ﹤0.01% | 1479 |
|
|
2023
Q3 | $596K | Sell |
21,889
-601
| -3% | -$16.4K | ﹤0.01% | 1388 |
|
|
2023
Q2 | $596K | Buy |
+22,490
| New | +$596K | ﹤0.01% | 1367 |
|