Laird Norton Wetherby Wealth Management’s Western Midstream Partners WES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
+7,450
| New | +$288K | 0.01% | 742 |
|
|
2024
Q4 | $294K | Hold |
7,650
| – | – | 0.01% | 707 |
|
|
2024
Q3 | $293K | Hold |
7,650
| – | – | 0.01% | 743 |
|
|
2024
Q2 | $304K | Buy |
7,650
+1,200
| +19% | +$47.7K | 0.01% | 704 |
|
|
2024
Q1 | $229K | Buy |
+6,450
| New | +$229K | 0.01% | 831 |
|
|
2019
Q2 | – | Sell |
-6,450
| Closed | -$202K | – | 699 |
|
|
2019
Q1 | $202K | Buy |
+6,450
| New | +$202K | 0.03% | 620 |
|
|
2018
Q3 | – | Sell |
-6,000
| Closed | -$215K | – | 681 |
|
|
2018
Q2 | $215K | Buy |
+6,000
| New | +$215K | 0.03% | 584 |
|
|
2018
Q1 | – | Sell |
-6,000
| Closed | -$223K | – | 694 |
|
|
2017
Q4 | $223K | Hold |
6,000
| – | – | 0.03% | 567 |
|
|
2017
Q3 | $247K | Hold |
6,000
| – | – | 0.04% | 508 |
|
|
2017
Q2 | $258K | Buy |
6,000
+600
| +11% | +$25.8K | 0.04% | 467 |
|
|
2017
Q1 | $249K | Hold |
5,400
| – | – | 0.04% | 469 |
|
|
2016
Q4 | $229K | Hold |
5,400
| – | – | 0.04% | 469 |
|
|
2016
Q3 | $229K | Buy |
+5,400
| New | +$229K | 0.05% | 460 |
|