Investors Asset Management of Georgia’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 | $268K | Hold |
6,932
| – | – | 0.12% | 136 |
|
|
2025
Q1 | $284K | Hold |
6,932
| – | – | 0.14% | 125 |
|
|
2024
Q4 | $266K | Hold |
6,932
| – | – | 0.13% | 134 |
|
|
2024
Q3 | $265K | Hold |
6,932
| – | – | 0.13% | 140 |
|
|
2024
Q2 | $275K | Sell |
6,932
-333
| -5% | -$13.2K | 0.13% | 130 |
|
|
2024
Q1 | $258K | Sell |
7,265
-200
| -3% | -$7.11K | 0.12% | 134 |
|
|
2023
Q4 | $218K | Hold |
7,465
| – | – | 0.11% | 140 |
|
|
2023
Q3 | $202K | Sell |
7,465
-2,000
| -21% | -$54.2K | 0.11% | 145 |
|
|
2023
Q2 | $251K | Hold |
9,465
| – | – | 0.13% | 141 |
|
|
2023
Q1 | $250K | Sell |
9,465
-2,000
| -17% | -$52.7K | 0.13% | 140 |
|
|
2022
Q4 | $308K | Sell |
11,465
-2,000
| -15% | -$53.7K | 0.16% | 125 |
|
|
2022
Q3 | $339K | Buy |
+13,465
| New | +$339K | 0.17% | 117 |
|
|
2022
Q2 | – | Sell |
-13,465
| Closed | -$340K | – | 602 |
|
|
2022
Q1 | $340K | Hold |
13,465
| – | – | 0.17% | 128 |
|
|
2021
Q4 | $300K | Hold |
13,465
| – | – | 0.14% | 137 |
|
|
2021
Q3 | $282K | Hold |
13,465
| – | – | 0.15% | 134 |
|
|
2021
Q2 | $288K | Hold |
13,465
| – | – | 0.15% | 135 |
|
|
2021
Q1 | $250K | Hold |
13,465
| – | – | 0.15% | 136 |
|
|
2020
Q4 | $186K | Hold |
13,465
| – | – | 0.13% | 134 |
|
|
2020
Q3 | $108K | Buy |
13,465
+1,000
| +8% | +$8.02K | 0.07% | 137 |
|
|
2020
Q2 | $125K | Buy |
12,465
+100
| +0.8% | +$1K | 0.09% | 135 |
|
|
2020
Q1 | $40K | Buy |
+12,365
| New | +$40K | 0.03% | 135 |
|