Geneos Wealth 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 | $24.4K | Sell |
631
-631
| -50% | -$24.4K | ﹤0.01% | 1935 |
|
|
2025
Q1 | $51.7K | Buy |
1,262
+909
| +258% | +$37.2K | ﹤0.01% | 1909 |
|
|
2024
Q4 | $13.6K | Hold |
353
| – | – | ﹤0.01% | 1916 |
|
|
2024
Q3 | $13.5K | Buy |
353
+200
| +131% | +$7.65K | ﹤0.01% | 1714 |
|
|
2024
Q2 | $6.08K | Hold |
153
| – | – | ﹤0.01% | 1678 |
|
|
2024
Q1 | $5.44K | Hold |
153
| – | – | ﹤0.01% | 1693 |
|
|
2023
Q4 | $4.48K | Hold |
153
| – | – | ﹤0.01% | 1750 |
|
|
2023
Q3 | $4.17K | Hold |
153
| – | – | ﹤0.01% | 1799 |
|
|
2023
Q2 | $4.06K | Hold |
153
| – | – | ﹤0.01% | 1788 |
|
|
2023
Q1 | $4.04K | Hold |
153
| – | – | ﹤0.01% | 1783 |
|
|
2022
Q4 | $4.11K | Hold |
153
| – | – | ﹤0.01% | 1748 |
|
|
2022
Q3 | $3K | Hold |
153
| – | – | ﹤0.01% | 1812 |
|
|
2022
Q2 | $3K | Hold |
153
| – | – | ﹤0.01% | 2340 |
|
|
2022
Q1 | $3K | Hold |
153
| – | – | ﹤0.01% | 2498 |
|
|
2021
Q4 | $3K | Hold |
153
| – | – | ﹤0.01% | 2546 |
|
|
2021
Q3 | $3K | Hold |
153
| – | – | ﹤0.01% | 2605 |
|
|
2021
Q2 | $3K | Sell |
153
-1,400
| -90% | -$27.5K | ﹤0.01% | 2609 |
|
|
2021
Q1 | $30K | Hold |
1,553
| – | – | ﹤0.01% | 1884 |
|
|
2020
Q4 | $28K | Sell |
1,553
-1,440
| -48% | -$26K | ﹤0.01% | 1737 |
|
|
2020
Q3 | $22K | Sell |
2,993
-1,220
| -29% | -$8.97K | ﹤0.01% | 1617 |
|
|
2020
Q2 | $42K | Buy |
4,213
+2,840
| +207% | +$28.3K | ﹤0.01% | 1288 |
|
|
2020
Q1 | $4K | Hold |
1,373
| – | – | ﹤0.01% | 2133 |
|
|
2019
Q4 | $27K | Hold |
1,373
| – | – | ﹤0.01% | 1568 |
|
|
2019
Q3 | $33K | Hold |
1,373
| – | – | ﹤0.01% | 1381 |
|
|
2019
Q2 | $42K | Hold |
1,373
| – | – | ﹤0.01% | 1286 |
|
|
2019
Q1 | $43K | Buy |
+1,373
| New | +$43K | ﹤0.01% | 1222 |
|