Pinnacle Holdings’s Western Midstream Partners WES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.79M	Buy	67,846 +950	+1%	+$39.3K	0.9%	38
2025 Q4	$2.64M	Sell	66,896 -555	-0.8%	-$21.5K	0.89%	41
2025 Q3	$2.65M	Buy	67,451 +250	+0.4%	+$9.76K	0.92%	38
2025 Q2	$2.6M	Buy	67,201 +685	+1%	+$26.1K	0.94%	33
2025 Q1	$2.72M	Sell	66,516 -145	-0.2%	-$5.91K	1.04%	27
2024 Q4	$2.56M	Sell	66,661 -2,114	-3%	-$81.6K	0.97%	30
2024 Q3	$2.63M	Buy	68,775 +113	+0.2%	+$4.45K	1.03%	27
2024 Q2	$2.73M	Sell	68,662 -307	-0.4%	-$11.3K	1.11%	23
2024 Q1	$2.45M	Sell	68,969 -595	-0.9%	-$18.5K	0.99%	27
2023 Q4	$2.04M	Buy	69,564 +4,595	+7%	+$128K	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%	-$35.3K	0.78%	46
2023 Q1	$1.76M	Sell	66,884 -2	-0%	-$54	0.82%	43
2022 Q4	$1.8M	Buy	66,886 +538	+0.8%	+$14.5K	0.8%	41
2022 Q3	$1.67M	Sell	66,348 -1,215	-2%	-$32.4K	0.78%	46
2022 Q2	$1.64M	Buy	67,563 +15,375	+29%	+$393K	0.75%	48
2022 Q1	$1.32M	Hold	52,188	–	–	0.52%	68
2021 Q4	$1.16M	Sell	52,188 -2,785	-5%	-$59.6K	0.49%	74
2021 Q3	$1.15M	Buy	54,973 +420	+0.8%	+$8.37K	0.51%	74
2021 Q2	$1.17M	Sell	54,553 -2,265	-4%	-$47K	0.54%	71
2021 Q1	$1.06M	Buy	56,818 +1,423	+3%	+$24.2K	0.49%	80
2020 Q4	$766K	Sell	55,395 -20,055	-27%	-$230K	0.4%	95
2020 Q3	$604K	Sell	75,450 -3,675	-5%	-$33.1K	0.35%	98
2020 Q2	$794K	Sell	79,125 -3,225	-4%	-$26.7K	0.38%	89
2020 Q1	$267K	Sell	82,350 -3,440	-4%	-$47.3K	0.15%	125
2019 Q4	$1.69M	Sell	85,790 -2,900	-3%	-$60.1K	0.63%	61
2019 Q3	$2.21M	Sell	88,690 -2,610	-3%	-$69.4K	0.83%	42
2019 Q2	$2.81M	Sell	91,300 -1,025	-1%	-$31.6K	1.04%	32
2019 Q1	$2.9M	Sell	92,325 -855	-0.9%	-$27.1K	1.08%	29
2018 Q4	$2.58M	Buy	+93,180	New	+$2.8M	1.07%	27