Creative Planning’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 | $266K | Buy |
6,878
+999
| +17% | +$38.7K | ﹤0.01% | 3000 |
|
|
2025
Q1 | $241K | Buy |
+5,879
| New | +$241K | ﹤0.01% | 2916 |
|
|
2024
Q3 | – | Sell |
-5,141
| Closed | -$204K | – | 3261 |
|
|
2024
Q2 | $204K | Buy |
+5,141
| New | +$204K | ﹤0.01% | 2648 |
|
|
2023
Q2 | – | Sell |
-9,682
| Closed | -$255K | – | 2712 |
|
|
2023
Q1 | $255K | Buy |
9,682
+68
| +0.7% | +$1.79K | ﹤0.01% | 1932 |
|
|
2022
Q4 | $258K | Buy |
9,614
+500
| +5% | +$13.4K | ﹤0.01% | 1817 |
|
|
2022
Q3 | $229K | Buy |
9,114
+707
| +8% | +$17.8K | ﹤0.01% | 1811 |
|
|
2022
Q2 | $204K | Sell |
8,407
-343
| -4% | -$8.32K | ﹤0.01% | 1866 |
|
|
2022
Q1 | $221K | Sell |
8,750
-14,996
| -63% | -$379K | ﹤0.01% | 1829 |
|
|
2021
Q4 | $529K | Sell |
23,746
-1,172
| -5% | -$26.1K | ﹤0.01% | 1266 |
|
|
2021
Q3 | $522K | Buy |
24,918
+5,000
| +25% | +$105K | ﹤0.01% | 1263 |
|
|
2021
Q2 | $427K | Sell |
19,918
-29,283
| -60% | -$628K | ﹤0.01% | 1360 |
|
|
2021
Q1 | $915K | Sell |
49,201
-18,404
| -27% | -$342K | ﹤0.01% | 1058 |
|
|
2020
Q4 | $934K | Buy |
67,605
+9,955
| +17% | +$138K | ﹤0.01% | 975 |
|
|
2020
Q3 | $461K | Buy |
57,650
+11,552
| +25% | +$92.4K | ﹤0.01% | 1162 |
|
|
2020
Q2 | $463K | Sell |
46,098
-37,031
| -45% | -$372K | ﹤0.01% | 1058 |
|
|
2020
Q1 | $269K | Buy |
83,129
+11,004
| +15% | +$35.6K | ﹤0.01% | 1210 |
|
|
2019
Q4 | $1.42M | Sell |
72,125
-20,988
| -23% | -$413K | ﹤0.01% | 644 |
|
|
2019
Q3 | $2.32M | Sell |
93,113
-56
| -0.1% | -$1.39K | 0.01% | 449 |
|
|
2019
Q2 | $2.87M | Buy |
93,169
+9,802
| +12% | +$302K | 0.01% | 396 |
|
|
2019
Q1 | $2.61M | Buy |
+83,367
| New | +$2.61M | 0.01% | 394 |
|
|
2017
Q3 | – | Sell |
-443
| Closed | -$19K | – | 3593 |
|
|
2017
Q2 | $19K | Sell |
443
-65
| -13% | -$2.79K | ﹤0.01% | 3191 |
|
|
2017
Q1 | $23K | Hold |
508
| – | – | ﹤0.01% | 3014 |
|
|
2016
Q4 | $22K | Buy |
508
+228
| +81% | +$9.87K | ﹤0.01% | 2984 |
|
|
2016
Q3 | $12K | Hold |
280
| – | – | ﹤0.01% | 3356 |
|
|
2016
Q2 | $11K | Sell |
280
-185
| -40% | -$7.27K | ﹤0.01% | 3166 |
|
|
2016
Q1 | $17K | Buy |
465
+250
| +116% | +$9.14K | ﹤0.01% | 2859 |
|
|
2015
Q4 | $8K | Hold |
215
| – | – | ﹤0.01% | 3390 |
|
|
2015
Q3 | $8K | Buy |
+215
| New | +$8K | ﹤0.01% | 3332 |
|