Institutional & Family Asset Management’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
2024 Q2	$2.55M	Buy	64,266 +1,794	+3%	+$66K	0.39%	74
2024 Q1	$2.22M	Sell	62,472 -3,162	-5%	-$98.2K	0.35%	75
2023 Q4	$1.92M	Sell	65,634 -1,648	-2%	-$46K	0.32%	74
2023 Q3	$1.83M	Buy	67,282 +8,410	+14%	+$228K	0.3%	76
2023 Q2	$1.56M	Hold	58,872	–	–	0.25%	79
2023 Q1	$1.55M	Buy	58,872 +21,901	+59%	+$588K	0.26%	78
2022 Q4	$993K	Hold	36,971	–	–	0.17%	90
2022 Q3	$930K	Buy	36,971 +11,769	+47%	+$314K	0.17%	86
2022 Q2	$613K	Hold	25,202	–	–	0.11%	105
2022 Q1	$636K	Hold	25,202	–	–	0.1%	112
2021 Q4	$561K	Hold	25,202	–	–	0.09%	115
2021 Q3	$528K	Hold	25,202	–	–	0.09%	120
2021 Q2	$540K	Buy	+25,202	New	+$522K	0.09%	118
2019 Q2	–	Sell	-26,505	Closed	-$831K	–	885
2019 Q1	$831K	Buy	26,505 +18,933	+250%	+$601K	0.18%	93
2018 Q4	$210K	Sell	7,572 -215	-3%	-$6.45K	0.05%	158
2018 Q3	$233K	Sell	7,787 -4,845	-38%	-$170K	0.05%	173
2018 Q2	$452K	Sell	12,632 -5,935	-32%	-$208K	0.1%	121
2018 Q1	$615K	Sell	18,567 -16,669	-47%	-$635K	0.13%	96
2017 Q4	$1.31M	Sell	35,236 -2,125	-6%	-$80.2K	0.25%	77
2017 Q3	$1.54M	Buy	+37,361	New	+$1.53M	0.31%	73