Sequoia Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
6,000
-400
| -6% | -$15.5K | ﹤0.01% | 1397 |
|
|
2025
Q1 | $262K | Buy |
+6,400
| New | +$262K | ﹤0.01% | 1116 |
|
|
2024
Q4 | – | Sell |
-5,521
| Closed | -$211K | – | 1408 |
|
|
2024
Q3 | $211K | Hold |
5,521
| – | – | ﹤0.01% | 1142 |
|
|
2024
Q2 | $219K | Buy |
+5,521
| New | +$219K | ﹤0.01% | 1050 |
|
|
2024
Q1 | – | Sell |
-7,500
| Closed | -$219K | – | 1274 |
|
|
2023
Q4 | $219K | Sell |
7,500
-1,500
| -17% | -$43.9K | ﹤0.01% | 1065 |
|
|
2023
Q3 | $245K | Hold |
9,000
| – | – | ﹤0.01% | 771 |
|
|
2023
Q2 | $239K | Sell |
9,000
-1,000
| -10% | -$26.5K | ﹤0.01% | 785 |
|
|
2023
Q1 | $264K | Hold |
10,000
| – | – | 0.01% | 669 |
|
|
2022
Q4 | $269K | Buy |
+10,000
| New | +$269K | 0.01% | 624 |
|
|
2014
Q4 | – | Sell |
-6,689
| Closed | -$408K | – | 174 |
|
|
2014
Q3 | $408K | Buy |
+6,689
| New | +$408K | 0.28% | 86 |
|
|
2014
Q2 | – | Sell |
-12,772
| Closed | -$627K | – | 170 |
|
|
2014
Q1 | $627K | Sell |
12,772
-1,077
| -8% | -$52.9K | 0.52% | 52 |
|
|
2013
Q4 | $547K | Buy |
+13,849
| New | +$547K | 0.45% | 65 |
|