Morningstar Investment Management’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
$515K Hold
13,301
0.05% 114
2025
Q1
$545K Sell
13,301
-14,705
-53% -$603K 0.05% 61
2024
Q4
$1.08M Sell
28,006
-12,102
-30% -$465K 0.08% 66
2024
Q3
$1.58M Buy
+40,108
New +$1.58M 0.16% 60