Larson Financial Group’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 | – | Sell |
-5,200
| Closed | -$213K | – | 3479 |
|
|
2025
Q1 | $213K | Hold |
5,200
| – | – | 0.01% | 613 |
|
|
2024
Q4 | $200K | Hold |
5,200
| – | – | 0.01% | 560 |
|
|
2024
Q3 | $199K | Buy |
+5,200
| New | +$199K | 0.01% | 574 |
|
|
2023
Q4 | – | Sell |
-1,000
| Closed | -$27.2K | – | 1907 |
|
|
2023
Q3 | $27.2K | Buy |
+1,000
| New | +$27.2K | ﹤0.01% | 743 |
|