D.A. Davidson & Co’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 | $2.63M | Buy |
68,044
+9,945
| +17% | +$385K | 0.02% | 529 |
|
|
2025
Q1 | $2.38M | Buy |
58,099
+9,793
| +20% | +$401K | 0.02% | 522 |
|
|
2024
Q4 | $1.86M | Buy |
48,306
+3,602
| +8% | +$138K | 0.02% | 587 |
|
|
2024
Q3 | $1.71M | Buy |
44,704
+10,319
| +30% | +$395K | 0.01% | 597 |
|
|
2024
Q2 | $1.37M | Buy |
34,385
+12,747
| +59% | +$506K | 0.01% | 638 |
|
|
2024
Q1 | $769K | Sell |
21,638
-4,263
| -16% | -$152K | 0.01% | 824 |
|
|
2023
Q4 | $758K | Sell |
25,901
-198
| -0.8% | -$5.79K | 0.01% | 800 |
|
|
2023
Q3 | $711K | Sell |
26,099
-56
| -0.2% | -$1.53K | 0.01% | 794 |
|
|
2023
Q2 | $694K | Buy |
26,155
+508
| +2% | +$13.5K | 0.01% | 817 |
|
|
2023
Q1 | $676K | Buy |
25,647
+2,177
| +9% | +$57.4K | 0.01% | 806 |
|
|
2022
Q4 | $630K | Buy |
23,470
+4,785
| +26% | +$128K | 0.01% | 785 |
|
|
2022
Q3 | $470K | Buy |
18,685
+87
| +0.5% | +$2.19K | 0.01% | 836 |
|
|
2022
Q2 | $452K | Buy |
+18,598
| New | +$452K | 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 | +$123K | 0.01% | 808 |
|