Raymond James Financial Services 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $15.3M | Buy |
401,155
+1,934
| +0.5% | +$74K | 0.02% | 665 |
|
2024
Q2 | $15.9M | Buy |
399,221
+12,704
| +3% | +$505K | 0.02% | 604 |
|
2024
Q1 | $13.7M | Buy |
386,517
+7,188
| +2% | +$256K | 0.02% | 666 |
|
2023
Q4 | $11.1M | Buy |
379,329
+21,417
| +6% | +$627K | 0.02% | 705 |
|
2023
Q3 | $9.75M | Buy |
357,912
+48,962
| +16% | +$1.33M | 0.02% | 708 |
|
2023
Q2 | $8.19M | Buy |
308,950
+2,731
| +0.9% | +$72.4K | 0.01% | 793 |
|
2023
Q1 | $8.08M | Buy |
306,219
+28,973
| +10% | +$764K | 0.02% | 781 |
|
2022
Q4 | $7.44M | Buy |
277,246
+25,264
| +10% | +$678K | 0.02% | 783 |
|
2022
Q3 | $6.34M | Buy |
251,982
+9,194
| +4% | +$231K | 0.01% | 812 |
|
2022
Q2 | $5.9M | Buy |
242,788
+15,100
| +7% | +$367K | 0.01% | 853 |
|
2022
Q1 | $5.74M | Buy |
227,688
+1,064
| +0.5% | +$26.8K | 0.01% | 929 |
|
2021
Q4 | $5.05M | Sell |
226,624
-20,124
| -8% | -$448K | 0.01% | 1002 |
|
2021
Q3 | $5.17M | Sell |
246,748
-7,312
| -3% | -$153K | 0.01% | 958 |
|
2021
Q2 | $5.44M | Sell |
254,060
-1,934
| -0.8% | -$41.4K | 0.01% | 931 |
|
2021
Q1 | $4.76M | Sell |
255,994
-8,389
| -3% | -$156K | 0.01% | 930 |
|
2020
Q4 | $3.65M | Sell |
264,383
-18,036
| -6% | -$249K | 0.01% | 981 |
|
2020
Q3 | $2.26M | Sell |
282,419
-5,050
| -2% | -$40.4K | 0.01% | 1105 |
|
2020
Q2 | $2.89M | Buy |
287,469
+42,821
| +18% | +$430K | 0.01% | 948 |
|
2020
Q1 | $793K | Buy |
244,648
+36,136
| +17% | +$117K | ﹤0.01% | 1318 |
|
2019
Q4 | $4.11M | Buy |
208,512
+5,873
| +3% | +$116K | 0.01% | 802 |
|
2019
Q3 | $5.04M | Buy |
202,639
+12,137
| +6% | +$302K | 0.02% | 687 |
|
2019
Q2 | $5.86M | Buy |
190,502
+7,995
| +4% | +$246K | 0.02% | 620 |
|
2019
Q1 | $5.72M | Buy |
182,507
+175,036
| +2,343% | +$5.49M | 0.02% | 600 |
|
2018
Q4 | $207K | Buy |
7,471
+9
| +0.1% | +$249 | ﹤0.01% | 2242 |
|
2018
Q3 | $223K | Buy |
7,462
+6
| +0.1% | +$179 | ﹤0.01% | 2462 |
|
2018
Q2 | $267K | Buy |
7,456
+456
| +7% | +$16.3K | ﹤0.01% | 2310 |
|
2018
Q1 | $232K | Sell |
7,000
-345
| -5% | -$11.4K | ﹤0.01% | 2166 |
|
2017
Q4 | $273K | Sell |
7,345
-655
| -8% | -$24.3K | ﹤0.01% | 2071 |
|
2017
Q3 | $329K | Sell |
8,000
-1,300
| -14% | -$53.5K | ﹤0.01% | 1971 |
|
2017
Q2 | $400K | Sell |
9,300
-1,060
| -10% | -$45.6K | ﹤0.01% | 1812 |
|
2017
Q1 | $478K | Buy |
10,360
+301
| +3% | +$13.9K | ﹤0.01% | 1600 |
|
2016
Q4 | $426K | Sell |
10,059
-175
| -2% | -$7.41K | ﹤0.01% | 1614 |
|
2016
Q3 | $435K | Buy |
10,234
+176
| +2% | +$7.48K | ﹤0.01% | 1570 |
|
2016
Q2 | $385K | Sell |
10,058
-83
| -0.8% | -$3.18K | ﹤0.01% | 1560 |
|
2016
Q1 | $361K | Sell |
10,141
-48
| -0.5% | -$1.71K | ﹤0.01% | 1428 |
|
2015
Q4 | $370K | Sell |
10,189
-1,217
| -11% | -$44.2K | ﹤0.01% | 1333 |
|
2015
Q3 | $450K | Buy |
+11,406
| New | +$450K | 0.01% | 1094 |
|