Kovitz Investment Group Partners’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	$2.29M	Buy	59,280 +6,136	+12%	+$237K	0.01%	603
2025 Q1	$2.18M	Sell	53,144 -16,222	-23%	-$664K	0.01%	567
2024 Q4	$2.67M	Hold	69,366	–	–	0.01%	520
2024 Q3	$2.65M	Buy	+69,366	New	+$2.65M	0.02%	452