Cyndeo Wealth Partners’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
Sell
-6,573
Closed -$269K 494
2025
Q1
$269K Hold
6,573
0.02% 386
2024
Q4
$253K Hold
6,573
0.02% 395
2024
Q3
$251K Buy
+6,573
New +$251K 0.02% 402