Prospera Financial Services’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	$456K	Buy	11,065 +5	+0%	+$207	0.01%	1028
2025 Q4	$437K	Buy	11,060 +240	+2%	+$9.3K	0.01%	973
2025 Q3	$425K	Sell	10,820 -506	-4%	-$19.8K	0.01%	1002
2025 Q2	$438K	Buy	11,326 +2,306	+26%	+$87.7K	0.01%	959
2025 Q1	$369K	Sell	9,020 -578	-6%	-$23.5K	0.01%	905
2024 Q4	$369K	Buy	9,598 +3,475	+57%	+$134K	0.01%	845
2024 Q3	$234K	Hold	6,123	–	–	0.01%	1023
2024 Q2	$243K	Buy	+6,123	New	+$225K	0.01%	998
2023 Q1	–	Sell	-12,470	Closed	-$335K	–	1009
2022 Q4	$335K	Buy	+12,470	New	+$336K	0.02%	661
2022 Q2	–	Sell	-302	Closed	-$8K	–	2618
2022 Q1	$8K	Buy	+302	New	+$7.45K	﹤0.01%	2143
2020 Q4	–	Sell	-343	Closed	-$3K	–	1579
2020 Q3	$3K	Buy	+343	New	+$3.09K	﹤0.01%	1419