Hennessy Advisors Inc’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 | $4.64M | Hold |
119,770
| – | – | 0.15% | 161 |
|
|
2025
Q1 | $4.91M | Buy |
119,770
+2,070
| +2% | +$84.8K | 0.16% | 156 |
|
|
2024
Q4 | $4.52M | Hold |
117,700
| – | – | 0.13% | 156 |
|
|
2024
Q3 | $4.5M | Hold |
117,700
| – | – | 0.14% | 161 |
|
|
2024
Q2 | $4.68M | Sell |
117,700
-3,000
| -2% | -$119K | 0.18% | 152 |
|
|
2024
Q1 | $4.29M | Hold |
120,700
| – | – | 0.18% | 147 |
|
|
2023
Q4 | $3.53M | Hold |
120,700
| – | – | 0.18% | 153 |
|
|
2023
Q3 | $3.29M | Hold |
120,700
| – | – | 0.23% | 118 |
|
|
2023
Q2 | $3.2M | Buy |
120,700
+18,900
| +19% | +$501K | 0.23% | 131 |
|
|
2023
Q1 | $2.68M | Buy |
101,800
+30,000
| +42% | +$791K | 0.2% | 152 |
|
|
2022
Q4 | $1.93M | Hold |
71,800
| – | – | 0.13% | 214 |
|
|
2022
Q3 | $1.81M | Sell |
71,800
-15,200
| -17% | -$382K | 0.12% | 225 |
|
|
2022
Q2 | $2.12M | Hold |
87,000
| – | – | 0.13% | 225 |
|
|
2022
Q1 | $2.19M | Buy |
+87,000
| New | +$2.19M | 0.12% | 247 |
|