Icon 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 | $410K | Buy |
10,606
+257
| +2% | +$9.95K | 0.03% | 272 |
|
|
2025
Q1 | $424K | Sell |
10,349
-469
| -4% | -$19.2K | 0.03% | 235 |
|
|
2024
Q4 | $416K | Sell |
10,818
-81
| -0.7% | -$3.11K | 0.03% | 240 |
|
|
2024
Q3 | $417K | Buy |
10,899
+76
| +0.7% | +$2.91K | 0.03% | 234 |
|
|
2024
Q2 | $443K | Sell |
10,823
-404
| -4% | -$16.5K | 0.04% | 225 |
|
|
2024
Q1 | $399K | Hold |
11,227
| – | – | 0.04% | 234 |
|
|
2023
Q4 | $329K | Buy |
+11,227
| New | +$329K | 0.03% | 251 |
|
|
2022
Q4 | $256K | Sell |
9,551
-1,190
| -11% | -$32K | 0.03% | 274 |
|
|
2022
Q3 | $270K | Buy |
+10,741
| New | +$270K | 0.03% | 256 |
|