Evergreen Capital Management’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 | $6.82M | Sell |
176,323
-350
| -0.2% | -$13.5K | 0.21% | 132 |
|
|
2025
Q1 | $7.24M | Sell |
176,673
-16,930
| -9% | -$693K | 0.24% | 121 |
|
|
2024
Q4 | $7.44M | Buy |
193,603
+2,840
| +1% | +$109K | 0.24% | 116 |
|
|
2024
Q3 | $7.3M | Buy |
190,763
+8,825
| +5% | +$338K | 0.24% | 117 |
|
|
2024
Q2 | $7.23M | Sell |
181,938
-1,700
| -0.9% | -$67.5K | 0.26% | 111 |
|
|
2024
Q1 | $6.53M | Buy |
183,638
+71,775
| +64% | +$2.55M | 0.25% | 111 |
|
|
2023
Q4 | $3.27M | Sell |
111,863
-3,156
| -3% | -$92.3K | 0.13% | 181 |
|
|
2023
Q3 | $3.13M | Hold |
115,019
| – | – | 0.14% | 176 |
|
|
2023
Q2 | $3.05M | Buy |
115,019
+48,930
| +74% | +$1.3M | 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% | +$303K | 0.09% | 216 |
|
|
2022
Q2 | $1.31M | Buy |
54,064
+19,350
| +56% | +$470K | 0.07% | 232 |
|
|
2022
Q1 | $875K | Sell |
34,714
-1,119
| -3% | -$28.2K | 0.04% | 295 |
|
|
2021
Q4 | $798K | Sell |
35,833
-572
| -2% | -$12.7K | 0.03% | 315 |
|
|
2021
Q3 | $763K | Sell |
36,405
-1,467
| -4% | -$30.7K | 0.03% | 309 |
|
|
2021
Q2 | $811K | Sell |
37,872
-142
| -0.4% | -$3.04K | 0.04% | 284 |
|
|
2021
Q1 | $707K | Buy |
38,014
+1,107
| +3% | +$20.6K | 0.04% | 287 |
|
|
2020
Q4 | $510K | Sell |
36,907
-30,366
| -45% | -$420K | 0.03% | 282 |
|
|
2020
Q3 | $538K | Sell |
67,273
-24,140
| -26% | -$193K | 0.04% | 252 |
|
|
2020
Q2 | $918K | Sell |
91,413
-5,231
| -5% | -$52.5K | 0.07% | 195 |
|
|
2020
Q1 | $313K | Sell |
96,644
-6,604
| -6% | -$21.4K | 0.03% | 273 |
|
|
2019
Q4 | $2.03M | Buy |
103,248
+75,047
| +266% | +$1.48M | 0.17% | 119 |
|
|
2019
Q3 | $702K | Buy |
28,201
+2,066
| +8% | +$51.4K | 0.07% | 184 |
|
|
2019
Q2 | $804K | Sell |
26,135
-1,110
| -4% | -$34.1K | 0.08% | 178 |
|
|
2019
Q1 | $854K | Buy |
+27,245
| New | +$854K | 0.09% | 164 |
|
|
2018
Q4 | – | Sell |
-16,450
| Closed | -$493K | – | 415 |
|
|
2018
Q3 | $493K | Sell |
16,450
-1,800
| -10% | -$53.9K | 0.04% | 219 |
|
|
2018
Q2 | $652K | Sell |
18,250
-1,850
| -9% | -$66.1K | 0.06% | 194 |
|
|
2018
Q1 | $666K | Hold |
20,100
| – | – | 0.06% | 181 |
|
|
2017
Q4 | $747K | Buy |
+20,100
| New | +$747K | 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% | -$130K | 0.05% | 105 |
|
|
2013
Q2 | $515K | Buy |
+12,500
| New | +$515K | 0.08% | 101 |
|