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
2024
Q1
$2.22M Sell
2023
Q4
$1.92M Sell
2023
Q3
$1.83M Buy
2023
Q2
$1.56M Hold
2023
Q1
$1.55M Buy
2022
Q4
$993K Hold
2022
Q3
$930K Buy
2022
Q2
$613K Hold
2022
Q1
$636K Hold
2021
Q4
$561K Hold
2021
Q3
$528K Hold
2021
Q2
$540K Buy
2019
Q2
Sell
2019
Q1
$831K Buy
2018
Q4
$210K Sell
2018
Q3
$233K Sell
2018
Q2
$452K Sell
2018
Q1
$615K Sell
2017
Q4
$1.31M Sell
2017
Q3
$1.54M Buy