FWIA
Fort Washington Investment Advisors’s Western Midstream Partners WES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Hold |
29,180
| – | – | 0.01% | 277 |
|
|
2025
Q1 | $1.2M | Buy |
29,180
+20,943
| +254% | +$858K | 0.01% | 274 |
|
|
2024
Q4 | $317K | Hold |
8,237
| – | – | ﹤0.01% | 351 |
|
|
2024
Q3 | $315K | Hold |
8,237
| – | – | ﹤0.01% | 363 |
|
|
2024
Q2 | $327K | Sell |
8,237
-11,532
| -58% | -$458K | ﹤0.01% | 355 |
|
|
2024
Q1 | $703K | Sell |
19,769
-10,396
| -34% | -$370K | ﹤0.01% | 307 |
|
|
2023
Q4 | $883K | Buy |
30,165
+15,309
| +103% | +$448K | 0.01% | 285 |
|
|
2023
Q3 | $405K | Buy |
+14,856
| New | +$405K | ﹤0.01% | 318 |
|
|
2023
Q2 | – | Sell |
-18,401
| Closed | -$485K | – | 394 |
|
|
2023
Q1 | $485K | Sell |
18,401
-5,000
| -21% | -$132K | ﹤0.01% | 311 |
|
|
2022
Q4 | $628K | Buy |
23,401
+2,500
| +12% | +$67.1K | ﹤0.01% | 301 |
|
|
2022
Q3 | $526K | Sell |
20,901
-4,700
| -18% | -$118K | ﹤0.01% | 314 |
|
|
2022
Q2 | $622K | Sell |
25,601
-48,700
| -66% | -$1.18M | ﹤0.01% | 307 |
|
|
2022
Q1 | $1.87M | Buy |
74,301
+1,500
| +2% | +$37.8K | 0.01% | 263 |
|
|
2021
Q4 | $1.62M | Buy |
72,801
+24,600
| +51% | +$548K | 0.01% | 279 |
|
|
2021
Q3 | $1.01M | Sell |
48,201
-12,200
| -20% | -$256K | 0.01% | 311 |
|
|
2021
Q2 | $1.29M | Buy |
60,401
+12,100
| +25% | +$259K | 0.01% | 294 |
|
|
2021
Q1 | $898K | Buy |
+48,301
| New | +$898K | 0.01% | 322 |
|
|
2020
Q3 | – | Sell |
-11,104
| Closed | -$111K | – | 522 |
|
|
2020
Q2 | $111K | Buy |
+11,104
| New | +$111K | ﹤0.01% | 492 |
|
|
2020
Q1 | – | Sell |
-257,700
| Closed | -$5.07M | – | 494 |
|
|
2019
Q4 | $5.07M | Sell |
257,700
-37,305
| -13% | -$735K | 0.05% | 226 |
|
|
2019
Q3 | $7.34M | Buy |
295,005
+71,400
| +32% | +$1.78M | 0.08% | 196 |
|
|
2019
Q2 | $6.88M | Buy |
223,605
+1,900
| +0.9% | +$58.5K | 0.08% | 191 |
|
|
2019
Q1 | $6.95M | Buy |
+221,705
| New | +$6.95M | 0.08% | 188 |
|
|
2018
Q3 | – | Sell |
-350,361
| Closed | -$12.5M | – | 569 |
|
|
2018
Q2 | $12.5M | Buy |
350,361
+2,900
| +0.8% | +$104K | 0.13% | 178 |
|
|
2018
Q1 | $11.5M | Buy |
+347,461
| New | +$11.5M | 0.12% | 183 |
|
|
2017
Q4 | – | Sell |
-42,770
| Closed | -$1.76M | – | 599 |
|
|
2017
Q3 | $1.76M | Sell |
42,770
-5,230
| -11% | -$215K | 0.03% | 242 |
|
|
2017
Q2 | $2.07M | Sell |
48,000
-19,000
| -28% | -$817K | 0.03% | 219 |
|
|
2017
Q1 | $3.09M | Buy |
67,000
+3,000
| +5% | +$138K | 0.05% | 176 |
|
|
2016
Q4 | $2.71M | Sell |
64,000
-36,000
| -36% | -$1.52M | 0.05% | 194 |
|
|
2016
Q3 | $4.25M | Sell |
100,000
-24,000
| -19% | -$1.02M | 0.08% | 132 |
|
|
2016
Q2 | $4.74M | Sell |
124,000
-24,000
| -16% | -$918K | 0.09% | 130 |
|
|
2016
Q1 | $5.28M | Sell |
148,000
-43,000
| -23% | -$1.53M | 0.1% | 120 |
|
|
2015
Q4 | $6.93M | Buy |
191,000
+10,000
| +6% | +$363K | 0.14% | 105 |
|
|
2015
Q3 | $7.14M | Sell |
181,000
-13,000
| -7% | -$513K | 0.15% | 105 |
|
|
2015
Q2 | $11.6M | Sell |
194,000
-6,000
| -3% | -$360K | 0.22% | 89 |
|
|
2015
Q1 | $12M | Hold |
200,000
| – | – | 0.24% | 86 |
|
|
2014
Q4 | $12M | Sell |
200,000
-5,000
| -2% | -$301K | 0.24% | 90 |
|
|
2014
Q3 | $12.5M | Buy |
205,000
+5,000
| +3% | +$305K | 0.26% | 90 |
|
|
2014
Q2 | $12.5M | Hold |
200,000
| – | – | 0.24% | 95 |
|
|
2014
Q1 | $9.82M | Buy |
200,000
+99,000
| +98% | +$4.86M | 0.21% | 107 |
|
|
2013
Q4 | $3.99M | Buy |
101,000
+28,000
| +38% | +$1.11M | 0.09% | 151 |
|
|
2013
Q3 | $2.72M | Buy |
73,000
+52,000
| +248% | +$1.93M | 0.07% | 220 |
|
|
2013
Q2 | $865K | Buy |
+21,000
| New | +$865K | 0.02% | 310 |
|