Independent Advisor Alliance’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	$870K	Hold	22,492	–	–	0.03%	443
2025 Q1	$921K	Sell	22,492 -155	-0.7%	-$6.35K	0.03%	385
2024 Q4	$870K	Hold	22,647	–	–	0.01%	763
2024 Q3	$866K	Buy	22,647 +800	+4%	+$30.6K	0.03%	351
2024 Q2	$868K	Buy	+21,847	New	+$868K	0.03%	353