LPL Financial’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 | $10.7M | Buy |
277,118
+18,324
| +7% | +$709K | ﹤0.01% | 1664 |
|
|
2025
Q1 | $10.6M | Buy |
258,794
+31,687
| +14% | +$1.3M | ﹤0.01% | 1554 |
|
|
2024
Q4 | $8.73M | Buy |
227,107
+32,628
| +17% | +$1.25M | ﹤0.01% | 1636 |
|
|
2024
Q3 | $7.44M | Buy |
194,479
+31,505
| +19% | +$1.21M | ﹤0.01% | 1679 |
|
|
2024
Q2 | $6.47M | Buy |
162,974
+64,774
| +66% | +$2.57M | ﹤0.01% | 1655 |
|
|
2024
Q1 | $3.49M | Buy |
98,200
+18,756
| +24% | +$667K | ﹤0.01% | 2053 |
|
|
2023
Q4 | $2.32M | Sell |
79,444
-4,587
| -5% | -$134K | ﹤0.01% | 2278 |
|
|
2023
Q3 | $2.29M | Buy |
84,031
+6,029
| +8% | +$164K | ﹤0.01% | 2184 |
|
|
2023
Q2 | $2.07M | Buy |
78,002
+1,459
| +2% | +$38.7K | ﹤0.01% | 2210 |
|
|
2023
Q1 | $2.02M | Buy |
76,543
+1,092
| +1% | +$28.8K | ﹤0.01% | 2129 |
|
|
2022
Q4 | $2.03M | Buy |
75,451
+11,658
| +18% | +$313K | ﹤0.01% | 2067 |
|
|
2022
Q3 | $1.61M | Buy |
63,793
+17,296
| +37% | +$435K | ﹤0.01% | 2153 |
|
|
2022
Q2 | $1.13M | Buy |
46,497
+8,548
| +23% | +$208K | ﹤0.01% | 2481 |
|
|
2022
Q1 | $957K | Sell |
37,949
-57,293
| -60% | -$1.44M | ﹤0.01% | 2642 |
|
|
2021
Q4 | $2.12M | Buy |
95,242
+1,076
| +1% | +$24K | ﹤0.01% | 2041 |
|
|
2021
Q3 | $1.97M | Sell |
94,166
-5,023
| -5% | -$105K | ﹤0.01% | 2050 |
|
|
2021
Q2 | $2.13M | Buy |
99,189
+1,164
| +1% | +$24.9K | ﹤0.01% | 1923 |
|
|
2021
Q1 | $1.82M | Buy |
98,025
+2,829
| +3% | +$52.6K | ﹤0.01% | 1909 |
|
|
2020
Q4 | $1.32M | Buy |
95,196
+77,773
| +446% | +$1.08M | ﹤0.01% | 1963 |
|
|
2020
Q3 | $139K | Sell |
17,423
-2,959
| -15% | -$23.6K | ﹤0.01% | 3286 |
|
|
2020
Q2 | $205K | Buy |
20,382
+4,673
| +30% | +$47K | ﹤0.01% | 3088 |
|
|
2020
Q1 | $51K | Sell |
15,709
-2,721
| -15% | -$8.83K | ﹤0.01% | 3079 |
|
|
2019
Q4 | $363K | Sell |
18,430
-835
| -4% | -$16.4K | ﹤0.01% | 2619 |
|
|
2019
Q3 | $480K | Buy |
19,265
+1,228
| +7% | +$30.6K | ﹤0.01% | 2289 |
|
|
2019
Q2 | $555K | Sell |
18,037
-1,278
| -7% | -$39.3K | ﹤0.01% | 2197 |
|
|
2019
Q1 | $606K | Buy |
+19,315
| New | +$606K | ﹤0.01% | 2050 |
|
|
2017
Q2 | – | Sell |
-4,685
| Closed | -$216K | – | 2970 |
|
|
2017
Q1 | $216K | Buy |
+4,685
| New | +$216K | ﹤0.01% | 2445 |
|
|
2016
Q2 | – | Sell |
-8,450
| Closed | -$276K | – | 2998 |
|
|
2016
Q1 | $276K | Buy |
8,450
+450
| +6% | +$14.7K | ﹤0.01% | 2575 |
|
|
2015
Q4 | $297K | Buy |
+8,000
| New | +$297K | ﹤0.01% | 2546 |
|