Institutional & Family Asset Management’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.55M | Buy |
64,266
+1,794
| +3% | +$71.3K | 0.39% | 74 |
|
|
2024
Q1 | $2.22M | Sell |
62,472
-3,162
| -5% | -$112K | 0.35% | 75 |
|
|
2023
Q4 | $1.92M | Sell |
65,634
-1,648
| -2% | -$48.2K | 0.32% | 74 |
|
|
2023
Q3 | $1.83M | Buy |
67,282
+8,410
| +14% | +$229K | 0.3% | 75 |
|
|
2023
Q2 | $1.56M | Hold |
58,872
| – | – | 0.25% | 78 |
|
|
2023
Q1 | $1.55M | Buy |
58,872
+21,901
| +59% | +$578K | 0.26% | 77 |
|
|
2022
Q4 | $993K | Hold |
36,971
| – | – | 0.16% | 89 |
|
|
2022
Q3 | $930K | Buy |
36,971
+11,769
| +47% | +$296K | 0.16% | 85 |
|
|
2022
Q2 | $613K | Hold |
25,202
| – | – | 0.11% | 104 |
|
|
2022
Q1 | $636K | Hold |
25,202
| – | – | 0.1% | 111 |
|
|
2021
Q4 | $561K | Hold |
25,202
| – | – | 0.09% | 114 |
|
|
2021
Q3 | $528K | Hold |
25,202
| – | – | 0.08% | 119 |
|
|
2021
Q2 | $540K | Buy |
+25,202
| New | +$540K | 0.09% | 117 |
|
|
2019
Q2 | – | Sell |
-26,505
| Closed | -$831K | – | 882 |
|
|
2019
Q1 | $831K | Buy |
26,505
+18,933
| +250% | +$594K | 0.17% | 92 |
|
|
2018
Q4 | $210K | Sell |
7,572
-215
| -3% | -$5.96K | 0.05% | 157 |
|
|
2018
Q3 | $233K | Sell |
7,787
-4,845
| -38% | -$145K | 0.05% | 172 |
|
|
2018
Q2 | $452K | Sell |
12,632
-5,935
| -32% | -$212K | 0.09% | 120 |
|
|
2018
Q1 | $615K | Sell |
18,567
-16,669
| -47% | -$552K | 0.13% | 95 |
|
|
2017
Q4 | $1.31M | Sell |
35,236
-2,125
| -6% | -$78.9K | 0.25% | 76 |
|
|
2017
Q3 | $1.54M | Buy |
+37,361
| New | +$1.54M | 0.31% | 72 |
|