Creative Planning’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
Q3 | $1.47M | Buy |
|
|||||
|
2025
Q2 | $266K | Buy |
|
|||||
|
2025
Q1 | $241K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $204K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $255K | Buy |
|
|||||
|
2022
Q4 | $258K | Buy |
|
|||||
|
2022
Q3 | $229K | Buy |
|
|||||
|
2022
Q2 | $204K | Sell |
|
|||||
|
2022
Q1 | $221K | Sell |
|
|||||
|
2021
Q4 | $529K | Sell |
|
|||||
|
2021
Q3 | $522K | Buy |
|
|||||
|
2021
Q2 | $427K | Sell |
|
|||||
|
2021
Q1 | $915K | Sell |
|
|||||
|
2020
Q4 | $934K | Buy |
|
|||||
|
2020
Q3 | $461K | Buy |
|
|||||
|
2020
Q2 | $463K | Sell |
|
|||||
|
2020
Q1 | $269K | Buy |
|
|||||
|
2019
Q4 | $1.42M | Sell |
|
|||||
|
2019
Q3 | $2.32M | Sell |
|
|||||
|
2019
Q2 | $2.87M | Buy |
|
|||||
|
2019
Q1 | $2.61M | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $19K | Sell |
|
|||||
|
2017
Q1 | $23K | Hold |
|
|||||
|
2016
Q4 | $22K | Buy |
|
|||||
|
2016
Q3 | $12K | Hold |
|
|||||
|
2016
Q2 | $11K | Sell |
|
|||||
|
2016
Q1 | $17K | Buy |
|
|||||
|
2015
Q4 | $8K | Hold |
|
|||||
|
2015
Q3 | $8K | Buy |
|