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
2026 Q1	$2.98M	Buy	72,449 +568	+0.8%	+$23.5K	0.02%	559
2025 Q4	$2.84M	Sell	71,881 -571	-0.8%	-$22.1K	0.02%	554
2025 Q3	$2.85M	Buy	72,452 +4,408	+6%	+$172K	0.02%	538
2025 Q2	$2.63M	Buy	68,044 +9,945	+17%	+$378K	0.02%	529
2025 Q1	$2.38M	Buy	58,099 +9,793	+20%	+$399K	0.02%	522
2024 Q4	$1.86M	Buy	48,306 +3,602	+8%	+$139K	0.02%	587
2024 Q3	$1.71M	Buy	44,704 +10,319	+30%	+$407K	0.01%	597
2024 Q2	$1.37M	Buy	34,385 +12,747	+59%	+$469K	0.01%	638
2024 Q1	$769K	Sell	21,638 -4,263	-16%	-$132K	0.01%	824
2023 Q4	$758K	Sell	25,901 -198	-0.8%	-$5.53K	0.01%	800
2023 Q3	$711K	Sell	26,099 -56	-0.2%	-$1.52K	0.01%	794
2023 Q2	$694K	Buy	26,155 +508	+2%	+$13.4K	0.01%	817
2023 Q1	$676K	Buy	25,647 +2,177	+9%	+$58.5K	0.01%	806
2022 Q4	$630K	Buy	23,470 +4,785	+26%	+$129K	0.01%	785
2022 Q3	$470K	Buy	18,685 +87	+0.5%	+$2.32K	0.01%	836
2022 Q2	$452K	Buy	+18,598	New	+$476K	0.01%	855
2014 Q1	–	Sell	-3,000	Closed	-$118K	–	2205
2013 Q4	$118K	Hold	3,000	–	–	﹤0.01%	1006
2013 Q3	$111K	Hold	3,000	–	–	0.01%	866
2013 Q2	$123K	Buy	+3,000	New	+$111K	0.01%	808