HB 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 | $294K | Buy |
7,596
+152
| +2% | +$5.88K | ﹤0.01% | 928 |
|
|
2025
Q1 | $305K | Buy |
7,444
+977
| +15% | +$40K | ﹤0.01% | 939 |
|
|
2024
Q4 | $249K | Hold |
6,467
| – | – | ﹤0.01% | 872 |
|
|
2024
Q3 | $247K | Hold |
6,467
| – | – | ﹤0.01% | 815 |
|
|
2024
Q2 | $257K | Buy |
6,467
+674
| +12% | +$26.8K | ﹤0.01% | 756 |
|
|
2024
Q1 | $206K | Buy |
+5,793
| New | +$206K | ﹤0.01% | 789 |
|
|
2023
Q2 | – | Sell |
-8,734
| Closed | -$230K | – | 759 |
|
|
2023
Q1 | $230K | Hold |
8,734
| – | – | ﹤0.01% | 629 |
|
|
2022
Q4 | $235K | Hold |
8,734
| – | – | ﹤0.01% | 596 |
|
|
2022
Q3 | $220K | Hold |
8,734
| – | – | ﹤0.01% | 523 |
|
|
2022
Q2 | $212K | Hold |
8,734
| – | – | ﹤0.01% | 533 |
|
|
2022
Q1 | $220K | Sell |
8,734
-4,689
| -35% | -$118K | ﹤0.01% | 543 |
|
|
2021
Q4 | $299K | Buy |
+13,423
| New | +$299K | 0.01% | 389 |
|