Hennessy Advisors Inc’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	$4.54M	Sell	110,260 -9,510	-8%	-$393K	0.16%	163
2025 Q4	$4.73M	Hold	119,770	–	–	0.17%	156
2025 Q3	$4.71M	Hold	119,770	–	–	0.16%	158
2025 Q2	$4.64M	Hold	119,770	–	–	0.15%	161
2025 Q1	$4.91M	Buy	119,770 +2,070	+2%	+$84.3K	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%	-$110K	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%	+$497K	0.23%	131
2023 Q1	$2.68M	Buy	101,800 +30,000	+42%	+$806K	0.2%	152
2022 Q4	$1.93M	Hold	71,800	–	–	0.13%	214
2022 Q3	$1.81M	Sell	71,800 -15,200	-17%	-$406K	0.12%	225
2022 Q2	$2.12M	Hold	87,000	–	–	0.13%	225
2022 Q1	$2.19M	Buy	+87,000	New	+$2.15M	0.12%	247