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
2026 Q1	$295K	Hold	7,175	–	–	﹤0.01%	1578
2025 Q4	$283K	Buy	7,175 +1,699	+31%	+$65.8K	﹤0.01%	1594
2025 Q3	$215K	Sell	5,476 -524	-9%	-$20.5K	﹤0.01%	1600
2025 Q2	$232K	Sell	6,000 -400	-6%	-$15.2K	﹤0.01%	1410
2025 Q1	$262K	Buy	+6,400	New	+$261K	﹤0.01%	1124
2024 Q4	–	Sell	-5,521	Closed	-$211K	–	1430
2024 Q3	$211K	Hold	5,521	–	–	﹤0.01%	1145
2024 Q2	$219K	Buy	+5,521	New	+$203K	﹤0.01%	1054
2024 Q1	–	Sell	-7,500	Closed	-$219K	–	1298
2023 Q4	$219K	Sell	7,500 -1,500	-17%	-$41.9K	﹤0.01%	1068
2023 Q3	$245K	Hold	9,000	–	–	﹤0.01%	774
2023 Q2	$239K	Sell	9,000 -1,000	-10%	-$26.3K	﹤0.01%	787
2023 Q1	$264K	Hold	10,000	–	–	0.01%	672
2022 Q4	$269K	Buy	+10,000	New	+$270K	0.01%	624
2014 Q4	–	Sell	-6,689	Closed	-$408K	–	174
2014 Q3	$408K	Buy	+6,689	New	+$397K	0.28%	86
2014 Q2	–	Sell	-12,772	Closed	-$627K	–	170
2014 Q1	$627K	Sell	12,772 -1,077	-8%	-$45.8K	0.52%	52
2013 Q4	$547K	Buy	+13,849	New	+$547K	0.45%	65