Evergreen Capital Management’s Western Midstream Partners WES Stock Holding History

Evergreen Capital Management’s Portfolio WES Stock Details WES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.51M	Sell	158,167 -8,031	-5%	-$332K	0.14%	156
2025 Q4	$6.56M	Hold	166,198	–	–	0.15%	150
2025 Q3	$6.53M	Sell	166,198 -10,125	-6%	-$395K	0.16%	150
2025 Q2	$6.82M	Sell	176,323 -350	-0.2%	-$13.3K	0.21%	132
2025 Q1	$7.24M	Sell	176,673 -16,930	-9%	-$689K	0.24%	121
2024 Q4	$7.44M	Buy	193,603 +2,840	+1%	+$110K	0.24%	116
2024 Q3	$7.3M	Buy	190,763 +8,825	+5%	+$348K	0.24%	117
2024 Q2	$7.23M	Sell	181,938 -1,700	-0.9%	-$62.6K	0.26%	111
2024 Q1	$6.53M	Buy	183,638 +71,775	+64%	+$2.23M	0.25%	111
2023 Q4	$3.27M	Sell	111,863 -3,156	-3%	-$88.1K	0.13%	181
2023 Q3	$3.13M	Hold	115,019	–	–	0.14%	176
2023 Q2	$3.05M	Buy	115,019 +48,930	+74%	+$1.29M	0.13%	178
2023 Q1	$1.74M	Hold	66,089	–	–	0.08%	225
2022 Q4	$1.77M	Hold	66,089	–	–	0.08%	219
2022 Q3	$1.66M	Buy	66,089 +12,025	+22%	+$321K	0.09%	216
2022 Q2	$1.31M	Buy	54,064 +19,350	+56%	+$495K	0.07%	233
2022 Q1	$875K	Sell	34,714 -1,119	-3%	-$27.6K	0.04%	297
2021 Q4	$798K	Sell	35,833 -572	-2%	-$12.2K	0.03%	315
2021 Q3	$763K	Sell	36,405 -1,467	-4%	-$29.2K	0.03%	309
2021 Q2	$811K	Sell	37,872 -142	-0.4%	-$2.94K	0.04%	284
2021 Q1	$707K	Buy	38,014 +1,107	+3%	+$18.8K	0.04%	287
2020 Q4	$510K	Sell	36,907 -30,366	-45%	-$349K	0.03%	283
2020 Q3	$538K	Sell	67,273 -24,140	-26%	-$218K	0.04%	252
2020 Q2	$918K	Sell	91,413 -5,231	-5%	-$43.3K	0.07%	195
2020 Q1	$313K	Sell	96,644 -6,604	-6%	-$90.9K	0.03%	273
2019 Q4	$2.03M	Buy	103,248 +75,047	+266%	+$1.56M	0.17%	119
2019 Q3	$702K	Buy	28,201 +2,066	+8%	+$54.9K	0.07%	184
2019 Q2	$804K	Sell	26,135 -1,110	-4%	-$34.2K	0.08%	178
2019 Q1	$854K	Buy	+27,245	New	+$865K	0.09%	164
2018 Q4	–	Sell	-16,450	Closed	-$493K	–	416
2018 Q3	$493K	Sell	16,450 -1,800	-10%	-$63.1K	0.04%	219
2018 Q2	$652K	Sell	18,250 -1,850	-9%	-$64.9K	0.06%	194
2018 Q1	$666K	Hold	20,100	–	–	0.06%	181
2017 Q4	$747K	Buy	+20,100	New	+$759K	0.08%	153
2014 Q1	–	Sell	-9,000	Closed	-$356K	–	106
2013 Q4	$356K	Hold	9,000	–	–	0.06%	87
2013 Q3	$335K	Sell	9,000 -3,500	-28%	-$138K	0.05%	105
2013 Q2	$515K	Buy	+12,500	New	+$461K	0.08%	101