D.A. Davidson & Co’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
$2.85M Buy
2025
Q2
$2.63M Buy
2025
Q1
$2.38M Buy
2024
Q4
$1.86M Buy
2024
Q3
$1.71M Buy
2024
Q2
$1.37M Buy
2024
Q1
$769K Sell
2023
Q4
$758K Sell
2023
Q3
$711K Sell
2023
Q2
$694K Buy
2023
Q1
$676K Buy
2022
Q4
$630K Buy
2022
Q3
$470K Buy
2022
Q2
$452K Buy
2014
Q1
Sell
2013
Q4
$118K Hold
2013
Q3
$111K Hold
2013
Q2
$123K Buy