Rockwood Wealth Management’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 | $647K | Hold |
16,713
| – | – | 0.06% | 53 |
|
|
2025
Q1 | $685K | Hold |
16,713
| – | – | 0.07% | 45 |
|
|
2024
Q4 | $649K | Hold |
16,713
| – | – | 0.07% | 46 |
|
|
2024
Q3 | $639K | Hold |
16,713
| – | – | 0.07% | 46 |
|
|
2024
Q2 | $664K | Hold |
16,713
| – | – | 0.08% | 41 |
|
|
2024
Q1 | $594K | Hold |
16,713
| – | – | 0.08% | 41 |
|
|
2023
Q4 | $489K | Hold |
16,713
| – | – | 0.07% | 49 |
|
|
2023
Q3 | $455K | Hold |
16,713
| – | – | 0.08% | 43 |
|
|
2023
Q2 | $443K | Sell |
16,713
-16,713
| -50% | -$443K | 0.08% | 49 |
|
|
2023
Q1 | $881K | Buy |
33,426
+16,713
| +100% | +$441K | 0.17% | 29 |
|
|
2022
Q4 | $449K | Hold |
16,713
| – | – | 0.1% | 43 |
|
|
2022
Q3 | $421K | Hold |
16,713
| – | – | 0.13% | 42 |
|
|
2022
Q2 | $406K | Hold |
16,713
| – | – | 0.19% | 40 |
|
|
2022
Q1 | $387K | Hold |
16,713
| – | – | 0.19% | 46 |
|
|
2021
Q4 | $372K | Buy |
+16,713
| New | +$372K | 0.17% | 73 |
|