IFP 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 | $416K | Buy |
10,757
+459
| +4% | +$17.8K | 0.01% | 909 |
|
|
2025
Q1 | $422K | Buy |
10,298
+3,111
| +43% | +$127K | 0.01% | 833 |
|
|
2024
Q4 | $276K | Buy |
7,187
+1,657
| +30% | +$63.7K | 0.01% | 980 |
|
|
2024
Q3 | $212K | Sell |
5,530
-21
| -0.4% | -$803 | 0.01% | 1059 |
|
|
2024
Q2 | $221K | Buy |
5,551
+1,854
| +50% | +$73.7K | 0.01% | 1000 |
|
|
2024
Q1 | $131K | Sell |
3,697
-603
| -14% | -$21.4K | 0.01% | 1178 |
|
|
2023
Q4 | $126K | Buy |
4,300
+348
| +9% | +$10.2K | 0.01% | 1155 |
|
|
2023
Q3 | $108K | Buy |
3,952
+496
| +14% | +$13.5K | ﹤0.01% | 1220 |
|
|
2023
Q2 | $91.7K | Buy |
3,456
+1,263
| +58% | +$33.5K | ﹤0.01% | 1342 |
|
|
2023
Q1 | $73.3K | Sell |
2,193
-1,800
| -45% | -$60.2K | ﹤0.01% | 1396 |
|
|
2022
Q4 | $133K | Buy |
3,993
+350
| +10% | +$11.7K | ﹤0.01% | 1585 |
|
|
2022
Q3 | $122K | Buy |
3,643
+62
| +2% | +$2.08K | ﹤0.01% | 1719 |
|
|
2022
Q2 | $120K | Hold |
3,581
| – | – | ﹤0.01% | 1579 |
|
|
2022
Q1 | $120K | Buy |
3,581
+2,579
| +257% | +$86.4K | ﹤0.01% | 1579 |
|
|
2021
Q4 | $22K | Hold |
1,002
| – | – | ﹤0.01% | 1879 |
|
|
2021
Q3 | $21K | Buy |
1,002
+25
| +3% | +$524 | ﹤0.01% | 1913 |
|
|
2021
Q2 | $21K | Hold |
977
| – | – | ﹤0.01% | 1913 |
|
|
2021
Q1 | $18K | Buy |
977
+175
| +22% | +$3.22K | ﹤0.01% | 1889 |
|
|
2020
Q4 | $11K | Hold |
802
| – | – | ﹤0.01% | 2047 |
|
|
2020
Q3 | $7K | Sell |
802
-213
| -21% | -$1.86K | ﹤0.01% | 2044 |
|
|
2020
Q2 | $10K | Sell |
1,015
-1,800
| -64% | -$17.7K | ﹤0.01% | 1826 |
|
|
2020
Q1 | $11K | Hold |
2,815
| – | – | ﹤0.01% | 1725 |
|
|
2019
Q4 | $58K | Hold |
2,815
| – | – | ﹤0.01% | 1197 |
|
|
2019
Q3 | $69K | Buy |
+2,815
| New | +$69K | ﹤0.01% | 1226 |
|
|
2019
Q1 | $81K | Buy |
+2,584
| New | +$81K | 0.01% | 773 |
|
|
2016
Q2 | – | Sell |
-2,584
| Closed | -$81K | – | 4214 |
|
|
2016
Q1 | $81K | Buy |
+2,584
| New | +$81K | 0.01% | 773 |
|