Mutual Advisors’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 | $399K | Buy |
9,793
+3,633
| +59% | +$148K | 0.01% | 878 |
|
|
2025
Q1 | $239K | Buy |
6,160
+100
| +2% | +$3.88K | 0.01% | 971 |
|
|
2024
Q4 | $247K | Buy |
6,060
+577
| +11% | +$23.5K | 0.01% | 954 |
|
|
2024
Q3 | $212K | Sell |
5,483
-978
| -15% | -$37.8K | 0.01% | 1023 |
|
|
2024
Q2 | $261K | Buy |
+6,461
| New | +$261K | 0.01% | 946 |
|