MAI Capital Management’s Western Midstream Partners WES Stock Holding History

MAI Capital Management’s Portfolio WES Stock Details WES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.96M	Buy	47,664 +2,454	+5%	+$101K	0.01%	584
2025 Q4	$1.79M	Buy	45,210 +9,600	+27%	+$372K	0.01%	589
2025 Q3	$1.4M	Buy	35,610 +1,887	+6%	+$73.7K	0.01%	620
2025 Q2	$1.31M	Buy	33,723 +445	+1%	+$16.9K	0.01%	593
2025 Q1	$1.36M	Hold	33,278	–	–	0.01%	556
2024 Q4	$1.28M	Buy	33,278 +3,400	+11%	+$131K	0.01%	578
2024 Q3	$1.14M	Buy	29,878 +22,277	+293%	+$878K	0.01%	515
2024 Q2	$302K	Sell	7,601 -832	-10%	-$30.6K	﹤0.01%	990
2024 Q1	$300K	Hold	8,433	–	–	﹤0.01%	979
2023 Q4	$247K	Sell	8,433 -899	-10%	-$25.1K	﹤0.01%	941
2023 Q3	$254K	Hold	9,332	–	–	﹤0.01%	887
2023 Q2	$247K	Sell	9,332 -273	-3%	-$7.18K	﹤0.01%	892
2023 Q1	$253K	Hold	9,605	–	–	﹤0.01%	859
2022 Q4	$258K	Sell	9,605 -300	-3%	-$8.09K	﹤0.01%	821
2022 Q3	$249K	Buy	9,905 +300	+3%	+$8.01K	﹤0.01%	759
2022 Q2	$233K	Hold	9,605	–	–	﹤0.01%	758
2022 Q1	$242K	Sell	9,605 -1,532	-14%	-$37.8K	﹤0.01%	758
2021 Q4	$248K	Hold	11,137	–	–	﹤0.01%	760
2021 Q3	$233K	Sell	11,137 -9,252	-45%	-$184K	﹤0.01%	686
2021 Q2	$437K	Sell	20,389 -6,686	-25%	-$139K	0.01%	517
2021 Q1	$503K	Sell	27,075 -29,637	-52%	-$504K	0.01%	474
2020 Q4	$784K	Sell	56,712 -35,717	-39%	-$410K	0.02%	368
2020 Q3	$739K	Sell	92,429 -8,522	-8%	-$76.9K	0.02%	324
2020 Q2	$1.01M	Sell	100,951 -2,420	-2%	-$20.1K	0.03%	280
2020 Q1	$335K	Sell	103,371 -14,957	-13%	-$206K	0.01%	426
2019 Q4	$2.33M	Sell	118,328 -69,844	-37%	-$1.45M	0.08%	164
2019 Q3	$4.68M	Sell	188,172 -4,169	-2%	-$111K	0.21%	108
2019 Q2	$5.92M	Sell	192,341 -5,805	-3%	-$179K	0.27%	94
2019 Q1	$6.21M	Buy	198,146 +90,773	+85%	+$2.88M	0.32%	88
2018 Q4	$2.98M	Buy	107,373 +11,668	+12%	+$350K	0.17%	125
2018 Q3	$2.87M	Buy	95,705 +2,036	+2%	+$71.4K	0.15%	136
2018 Q2	$3.35M	Buy	93,669 +2,806	+3%	+$98.4K	0.18%	126
2018 Q1	$3.01M	Buy	90,863 +3,348	+4%	+$127K	0.17%	127
2017 Q4	$3.25M	Sell	87,515 -2,498	-3%	-$94.3K	0.19%	124
2017 Q3	$3.71M	Sell	90,013 -1,607	-2%	-$65.8K	0.23%	109
2017 Q2	$3.94M	Sell	91,620 -12,943	-12%	-$569K	0.25%	101
2017 Q1	$4.82M	Sell	104,563 -6,952	-6%	-$315K	0.32%	91
2016 Q4	$4.72M	Sell	111,515 -6,086	-5%	-$261K	0.34%	87
2016 Q3	$5M	Sell	117,601 -6,135	-5%	-$231K	0.38%	76
2016 Q2	$4.73M	Sell	123,736 -3,085	-2%	-$122K	0.36%	79
2016 Q1	$4.52M	Buy	126,821 +10,454	+9%	+$302K	0.35%	81
2015 Q4	$4.22M	Sell	116,367 -48,036	-29%	-$1.91M	0.32%	83
2015 Q3	$6.48M	Buy	164,403 +540	+0.3%	+$28.9K	0.49%	66
2015 Q2	$9.83M	Buy	163,863 +17,684	+12%	+$1.1M	0.65%	55
2015 Q1	$8.77M	Buy	146,179 +11,825	+9%	+$711K	0.59%	57
2014 Q4	$8.09M	Buy	134,354 +11,972	+10%	+$721K	0.57%	55
2014 Q3	$7.46M	Buy	122,382 +4,922	+4%	+$292K	0.72%	44
2014 Q2	$7.37M	Buy	117,460 +2,425	+2%	+$126K	0.71%	45
2014 Q1	$5.65M	Buy	115,035 +19,911	+21%	+$846K	0.57%	55
2013 Q4	$3.76M	Buy	95,124 +5,863	+7%	+$232K	0.4%	66
2013 Q3	$3.32M	Sell	89,261 -19,819	-18%	-$780K	0.43%	56
2013 Q2	$4.49M	Buy	+109,080	New	+$4.02M	0.59%	51