SWM
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Spire Wealth Management’s Western Midstream Partners WES Stock Holding History

Spire Wealth Management’s Portfolio WES Stock Details WES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,033
Closed -$42.3K – 2585
2025
Q1 		$42.3K Hold
1,033
– – ﹤0.01% 1339
2024
Q4 		$39.7K Hold
1,033
– – ﹤0.01% 1369
2024
Q3 		$39.5K Hold
1,033
– – ﹤0.01% 1206
2024
Q2 		$41K Hold
1,033
– – ﹤0.01% 1182
2024
Q1 		$36.7K Hold
1,033
– – ﹤0.01% 1316
2023
Q4 		$28.7K Hold
1,033
– – ﹤0.01% 1404
2023
Q3 		$28.1K Hold
1,033
– – ﹤0.01% 1378
2023
Q2 		$27.4K Hold
1,033
– – ﹤0.01% 1452
2023
Q1 		$27.2K Buy
1,033
+929
+893% +$25K ﹤0.01% 1486
2022
Q4 		$3K Buy
104
+2
+2% +$54 ﹤0.01% 2000
2022
Q3 		$3K Buy
+102
New +$2.72K ﹤0.01% 1901
2022
Q1 		– Sell
-631
Closed -$14K – 2902
2021
Q4 		$14K Buy
+631
New +$13.5K ﹤0.01% 2259
2021
Q2 		– Sell
-2,156
Closed -$40K – 2991
2021
Q1 		$40K Buy
+2,156
New +$36.7K ﹤0.01% 1850

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TCA
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CCM
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UBS Group
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KACA
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ClearBridge Investments
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