Icon Wealth Advisors’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	$597K	Buy	14,148 +3,370	+31%	+$139K	0.04%	237
2025 Q4	$426K	Buy	10,778 +175	+2%	+$6.78K	0.03%	270
2025 Q3	$417K	Sell	10,603 -3	-0%	-$117	0.03%	275
2025 Q2	$410K	Buy	10,606 +257	+2%	+$9.78K	0.03%	272
2025 Q1	$424K	Sell	10,349 -469	-4%	-$19.1K	0.03%	235
2024 Q4	$416K	Sell	10,818 -81	-0.7%	-$3.13K	0.03%	240
2024 Q3	$417K	Buy	10,899 +76	+0.7%	+$3K	0.03%	234
2024 Q2	$443K	Sell	10,823 -404	-4%	-$14.9K	0.04%	225
2024 Q1	$399K	Hold	11,227	–	–	0.04%	234
2023 Q4	$329K	Buy	+11,227	New	+$314K	0.03%	251
2022 Q4	$256K	Sell	9,551 -1,190	-11%	-$32.1K	0.03%	274
2022 Q3	$270K	Buy	+10,741	New	+$287K	0.03%	256