Heritage Wealth Advisors’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
$14.5K Hold
375
﹤0.01% 405
2025
Q1
$15.4K Hold
375
﹤0.01% 392
2024
Q4
$14.4K Hold
375
﹤0.01% 417
2024
Q3
$14.3K Buy
+375
New +$14.3K ﹤0.01% 421