HB Wealth Management’s Western Midstream Partners WES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$409K	Buy	9,939 +1,806	+22%	+$74.7K	﹤0.01%	1069
2025 Q4	$321K	Buy	8,133 +233	+3%	+$9.03K	﹤0.01%	1106
2025 Q3	$310K	Buy	7,900 +304	+4%	+$11.9K	﹤0.01%	1056
2025 Q2	$294K	Buy	7,596 +152	+2%	+$5.78K	﹤0.01%	946
2025 Q1	$305K	Buy	7,444 +977	+15%	+$39.8K	﹤0.01%	957
2024 Q4	$249K	Hold	6,467	–	–	﹤0.01%	883
2024 Q3	$247K	Hold	6,467	–	–	﹤0.01%	824
2024 Q2	$257K	Buy	6,467 +674	+12%	+$24.8K	﹤0.01%	767
2024 Q1	$206K	Buy	+5,793	New	+$180K	﹤0.01%	793
2023 Q2	–	Sell	-8,734	Closed	-$230K	–	764
2023 Q1	$230K	Hold	8,734	–	–	﹤0.01%	629
2022 Q4	$235K	Hold	8,734	–	–	﹤0.01%	597
2022 Q3	$220K	Hold	8,734	–	–	﹤0.01%	524
2022 Q2	$212K	Hold	8,734	–	–	﹤0.01%	534
2022 Q1	$220K	Sell	8,734 -4,689	-35%	-$116K	﹤0.01%	544
2021 Q4	$299K	Buy	+13,423	New	+$287K	0.01%	391