HBWM
Hollow Brook Wealth Management’s Western Midstream Partners WES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
6,176
+500
| +9% | +$19.4K | 0.07% | 80 |
|
|
2025
Q1 | $232K | Hold |
5,676
| – | – | 0.07% | 80 |
|
|
2024
Q4 | $218K | Hold |
5,676
| – | – | 0.07% | 80 |
|
|
2024
Q3 | $217K | Hold |
5,676
| – | – | 0.06% | 85 |
|
|
2024
Q2 | $226K | Hold |
5,676
| – | – | 0.08% | 75 |
|
|
2024
Q1 | $202K | Buy |
+5,676
| New | +$202K | 0.07% | 81 |
|
|
2019
Q3 | – | Sell |
-74,432
| Closed | -$2.29M | – | 55 |
|
|
2019
Q2 | $2.29M | Buy |
74,432
+18,783
| +34% | +$578K | 2.08% | 22 |
|
|
2019
Q1 | $1.75M | Sell |
55,649
-1,486
| -3% | -$46.6K | 1.89% | 22 |
|
|
2018
Q4 | $1.58M | Sell |
57,135
-29,232
| -34% | -$810K | 1.69% | 24 |
|
|
2018
Q3 | $2.59M | Sell |
86,367
-2,717
| -3% | -$81.4K | 2.02% | 21 |
|
|
2018
Q2 | $3.19M | Sell |
89,084
-9,406
| -10% | -$336K | 2.52% | 14 |
|
|
2018
Q1 | $3.26M | Sell |
98,490
-8,379
| -8% | -$278K | 2.62% | 15 |
|
|
2017
Q4 | $3.97M | Sell |
106,869
-9,908
| -8% | -$368K | 2.92% | 14 |
|
|
2017
Q3 | $4.81M | Buy |
116,777
+48,901
| +72% | +$2.01M | 3.52% | 10 |
|
|
2017
Q2 | $2.92M | Buy |
67,876
+7,295
| +12% | +$314K | 2.01% | 20 |
|
|
2017
Q1 | $2.79M | Sell |
60,581
-7,378
| -11% | -$340K | 2.17% | 18 |
|
|
2016
Q4 | $2.88M | Sell |
67,959
-1,312
| -2% | -$55.6K | 1.78% | 19 |
|
|
2016
Q3 | $2.94M | Buy |
69,271
+7,606
| +12% | +$323K | 1.74% | 18 |
|
|
2016
Q2 | $2.36M | Buy |
+61,665
| New | +$2.36M | 1.63% | 19 |
|