Sovereign Investment 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 | $10.6M | Hold |
274,479
| – | – | 2.92% | 9 |
|
|
2025
Q1 | $9.76M | Hold |
274,479
| – | – | 3.4% | 8 |
|
|
2024
Q4 | $10.5M | Hold |
274,479
| – | – | 3.14% | 8 |
|
|
2024
Q3 | $10.5M | Hold |
274,479
| – | – | 3.44% | 8 |
|
|
2024
Q2 | $8.03M | Hold |
274,479
| – | – | 2.99% | 9 |
|
|
2024
Q1 | $9.76M | Hold |
274,479
| – | – | 3.37% | 8 |
|
|
2023
Q4 | $8.03M | Hold |
274,479
| – | – | 2.99% | 9 |
|
|
2023
Q3 | $7.47M | Hold |
274,479
| – | – | 2.93% | 11 |
|
|
2023
Q2 | $7.28M | Hold |
274,479
| – | – | 2.75% | 13 |
|
|
2023
Q1 | $7.24M | Hold |
274,479
| – | – | 2.87% | 11 |
|
|
2022
Q4 | $7.37M | Hold |
274,479
| – | – | 3.09% | 9 |
|
|
2022
Q3 | $6.91M | Hold |
274,479
| – | – | 3.09% | 10 |
|
|
2022
Q2 | $6.67M | Hold |
274,479
| – | – | 2.89% | 12 |
|
|
2022
Q1 | $6.92M | Hold |
274,479
| – | – | 2.73% | 12 |
|
|
2021
Q4 | $6.11M | Hold |
274,479
| – | – | 2.38% | 13 |
|
|
2021
Q3 | $5.75M | Hold |
274,479
| – | – | 2.29% | 13 |
|
|
2021
Q2 | $5.88M | Hold |
274,479
| – | – | 2.22% | 14 |
|
|
2021
Q1 | $5.1M | Hold |
274,479
| – | – | 2.03% | 13 |
|
|
2020
Q4 | $3.79M | Hold |
274,479
| – | – | 1.54% | 18 |
|
|
2020
Q3 | $2.2M | Buy |
+274,479
| New | +$2.2M | 0.86% | 21 |
|