Pinnacle Holdings’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 | $2.6M | Buy |
67,201
+685
| +1% | +$26.5K | 0.94% | 33 |
|
|
2025
Q1 | $2.72M | Sell |
66,516
-145
| -0.2% | -$5.94K | 1.04% | 27 |
|
|
2024
Q4 | $2.56M | Sell |
66,661
-2,114
| -3% | -$81.2K | 0.97% | 30 |
|
|
2024
Q3 | $2.63M | Buy |
68,775
+113
| +0.2% | +$4.32K | 1.03% | 27 |
|
|
2024
Q2 | $2.73M | Sell |
68,662
-307
| -0.4% | -$12.2K | 1.11% | 23 |
|
|
2024
Q1 | $2.45M | Sell |
68,969
-595
| -0.9% | -$21.2K | 0.99% | 27 |
|
|
2023
Q4 | $2.04M | Buy |
69,564
+4,595
| +7% | +$134K | 0.84% | 36 |
|
|
2023
Q3 | $1.77M | Sell |
64,969
-573
| -0.9% | -$15.6K | 0.83% | 38 |
|
|
2023
Q2 | $1.74M | Sell |
65,542
-1,342
| -2% | -$35.6K | 0.78% | 46 |
|
|
2023
Q1 | $1.76M | Sell |
66,884
-2
| -0% | -$53 | 0.82% | 43 |
|
|
2022
Q4 | $1.8M | Buy |
66,886
+538
| +0.8% | +$14.4K | 0.8% | 41 |
|
|
2022
Q3 | $1.67M | Sell |
66,348
-1,215
| -2% | -$30.6K | 0.78% | 46 |
|
|
2022
Q2 | $1.64M | Buy |
67,563
+15,375
| +29% | +$374K | 0.75% | 48 |
|
|
2022
Q1 | $1.32M | Hold |
52,188
| – | – | 0.52% | 68 |
|
|
2021
Q4 | $1.16M | Sell |
52,188
-2,785
| -5% | -$62K | 0.49% | 74 |
|
|
2021
Q3 | $1.15M | Buy |
54,973
+420
| +0.8% | +$8.8K | 0.51% | 74 |
|
|
2021
Q2 | $1.17M | Sell |
54,553
-2,265
| -4% | -$48.5K | 0.54% | 71 |
|
|
2021
Q1 | $1.06M | Buy |
56,818
+1,423
| +3% | +$26.5K | 0.49% | 80 |
|
|
2020
Q4 | $766K | Sell |
55,395
-20,055
| -27% | -$277K | 0.4% | 95 |
|
|
2020
Q3 | $604K | Sell |
75,450
-3,675
| -5% | -$29.4K | 0.35% | 98 |
|
|
2020
Q2 | $794K | Sell |
79,125
-3,225
| -4% | -$32.4K | 0.38% | 89 |
|
|
2020
Q1 | $267K | Sell |
82,350
-3,440
| -4% | -$11.1K | 0.15% | 125 |
|
|
2019
Q4 | $1.69M | Sell |
85,790
-2,900
| -3% | -$57.1K | 0.63% | 61 |
|
|
2019
Q3 | $2.21M | Sell |
88,690
-2,610
| -3% | -$65K | 0.83% | 42 |
|
|
2019
Q2 | $2.81M | Sell |
91,300
-1,025
| -1% | -$31.5K | 1.04% | 32 |
|
|
2019
Q1 | $2.9M | Sell |
92,325
-855
| -0.9% | -$26.8K | 1.08% | 29 |
|
|
2018
Q4 | $2.58M | Buy |
+93,180
| New | +$2.58M | 1.07% | 27 |
|