Sequoia Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $215K | Sell |
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|
2025
Q2 | $232K | Sell |
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|
2025
Q1 | $262K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $211K | Hold |
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|
2024
Q2 | $219K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $219K | Sell |
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|
2023
Q3 | $245K | Hold |
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|
2023
Q2 | $239K | Sell |
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|
2023
Q1 | $264K | Hold |
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|
2022
Q4 | $269K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $408K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $627K | Sell |
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|
2013
Q4 | $547K | Buy |
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