Linscomb Wealth’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 | $467K | Hold |
12,068
| – | – | 0.02% | 236 |
|
|
2025
Q1 | $494K | Buy |
12,068
+518
| +4% | +$21.2K | 0.02% | 226 |
|
|
2024
Q4 | $444K | Hold |
11,550
| – | – | 0.02% | 227 |
|
|
2024
Q3 | $442K | Hold |
11,550
| – | – | 0.02% | 225 |
|
|
2024
Q2 | $459K | Hold |
11,550
| – | – | 0.02% | 219 |
|
|
2024
Q1 | $411K | Hold |
11,550
| – | – | 0.02% | 225 |
|
|
2023
Q4 | $338K | Hold |
11,550
| – | – | 0.02% | 235 |
|
|
2023
Q3 | $315K | Hold |
11,550
| – | – | 0.02% | 236 |
|
|
2023
Q2 | $306K | Hold |
11,550
| – | – | 0.02% | 248 |
|
|
2023
Q1 | $305K | Sell |
11,550
-5,234
| -31% | -$138K | 0.02% | 251 |
|
|
2022
Q4 | $451K | Buy |
+16,784
| New | +$451K | 0.02% | 238 |
|
|
2022
Q2 | – | Sell |
-13,018
| Closed | -$328K | – | 331 |
|
|
2022
Q1 | $328K | Buy |
13,018
+61
| +0.5% | +$1.54K | 0.02% | 272 |
|
|
2021
Q4 | $289K | Buy |
12,957
+71
| +0.6% | +$1.58K | 0.01% | 280 |
|
|
2021
Q3 | $270K | Buy |
12,886
+77
| +0.6% | +$1.61K | 0.01% | 279 |
|
|
2021
Q2 | $274K | Sell |
12,809
-1,964
| -13% | -$42K | 0.01% | 279 |
|
|
2021
Q1 | $275K | Sell |
14,773
-422
| -3% | -$7.86K | 0.02% | 275 |
|
|
2020
Q4 | $210K | Buy |
15,195
+591
| +4% | +$8.17K | 0.01% | 297 |
|
|
2020
Q3 | $117K | Buy |
14,604
+138
| +1% | +$1.11K | 0.01% | 281 |
|
|
2020
Q2 | $145K | Buy |
14,466
+182
| +1% | +$1.82K | 0.01% | 282 |
|
|
2020
Q1 | $46K | Sell |
14,284
-10,546
| -42% | -$34K | ﹤0.01% | 387 |
|
|
2019
Q4 | $489K | Sell |
24,830
-3,127
| -11% | -$61.6K | 0.03% | 323 |
|
|
2019
Q3 | $696K | Buy |
27,957
+238
| +0.9% | +$5.93K | 0.06% | 148 |
|
|
2019
Q2 | $853K | Buy |
27,719
+185
| +0.7% | +$5.69K | 0.07% | 134 |
|
|
2019
Q1 | $863K | Buy |
27,534
+15,154
| +122% | +$475K | 0.07% | 129 |
|
|
2018
Q4 | $343K | Sell |
12,380
-909
| -7% | -$25.2K | 0.03% | 201 |
|
|
2018
Q3 | $398K | Buy |
13,289
+2,719
| +26% | +$81.4K | 0.03% | 207 |
|
|
2018
Q2 | $378K | Buy |
10,570
+69
| +0.7% | +$2.47K | 0.03% | 203 |
|
|
2018
Q1 | $348K | Buy |
10,501
+60
| +0.6% | +$1.99K | 0.03% | 201 |
|
|
2017
Q4 | $388K | Buy |
10,441
+61
| +0.6% | +$2.27K | 0.03% | 195 |
|
|
2017
Q3 | $427K | Buy |
10,380
+55
| +0.5% | +$2.26K | 0.04% | 190 |
|
|
2017
Q2 | $444K | Buy |
10,325
+45
| +0.4% | +$1.94K | 0.04% | 176 |
|
|
2017
Q1 | $474K | Buy |
10,280
+40
| +0.4% | +$1.84K | 0.04% | 165 |
|
|
2016
Q4 | $434K | Buy |
10,240
+41
| +0.4% | +$1.74K | 0.04% | 179 |
|
|
2016
Q3 | $433K | Buy |
10,199
+47
| +0.5% | +$2K | 0.04% | 176 |
|
|
2016
Q2 | $388K | Sell |
10,152
-1,066
| -10% | -$40.7K | 0.04% | 181 |
|
|
2016
Q1 | $400K | Buy |
11,218
+87
| +0.8% | +$3.1K | 0.04% | 181 |
|
|
2015
Q4 | $404K | Sell |
11,131
-474
| -4% | -$17.2K | 0.05% | 179 |
|
|
2015
Q3 | $458K | Sell |
11,605
-334
| -3% | -$13.2K | 0.05% | 168 |
|
|
2015
Q2 | $716K | Buy |
11,939
+2
| +0% | +$120 | 0.08% | 131 |
|
|
2015
Q1 | $716K | Buy |
11,937
+114
| +1% | +$6.84K | 0.08% | 134 |
|
|
2014
Q4 | $712K | Buy |
11,823
+12
| +0.1% | +$723 | 0.08% | 136 |
|
|
2014
Q3 | $720K | Buy |
11,811
+224
| +2% | +$13.7K | 0.08% | 139 |
|
|
2014
Q2 | $727K | Sell |
11,587
-546
| -5% | -$34.3K | 0.08% | 131 |
|
|
2014
Q1 | $596K | Buy |
12,133
+3,472
| +40% | +$171K | 0.07% | 151 |
|
|
2013
Q4 | $342K | Buy |
8,661
+500
| +6% | +$19.7K | 0.04% | 171 |
|
|
2013
Q3 | $304K | Sell |
8,161
-388
| -5% | -$14.5K | 0.04% | 184 |
|
|
2013
Q2 | $352K | Buy |
+8,549
| New | +$352K | 0.05% | 165 |
|