Independent Advisor Alliance’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
2025
Q3
$868K Sell
2025
Q2
$870K Hold
2025
Q1
$921K Sell
2024
Q4
$870K Hold
2024
Q3
$866K Buy
2024
Q2
$868K Buy