Icon Wealth Advisors’s Western Midstream Partners WES Stock Holding History

Icon Wealth Advisors’s Portfolio WES Stock Details WES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$417K	Sell
2025 Q2	$410K	Buy
2025 Q1	$424K	Sell
2024 Q4	$416K	Sell
2024 Q3	$417K	Buy
2024 Q2	$443K	Sell
2024 Q1	$399K	Hold
2023 Q4	$329K	Buy
2022 Q4	$256K	Sell
2022 Q3	$270K	Buy