Stephens Inc’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 | $8.5M | Buy |
205,453
+4,429
| +2% | +$183K | 0.11% | 191 |
|
|
2025
Q4 | $7.98M | Buy |
201,024
+721
| +0.4% | +$27.9K | 0.1% | 208 |
|
|
2025
Q3 | $7.87M | Buy |
200,303
+68,942
| +52% | +$2.69M | 0.1% | 208 |
|
|
2025
Q2 | $5.08M | Buy |
131,361
+89,707
| +215% | +$3.41M | 0.07% | 280 |
|
|
2025
Q1 | $1.71M | Buy |
41,654
+2,463
| +6% | +$100K | 0.03% | 507 |
|
|
2024
Q4 | $1.51M | Sell |
39,191
-1,725
| -4% | -$66.6K | 0.02% | 505 |
|
|
2024
Q3 | $1.57M | Hold |
40,916
| – | – | 0.02% | 498 |
|
|
2024
Q2 | $1.63M | Buy |
40,916
+1
| +0% | +$37 | 0.02% | 474 |
|
|
2024
Q1 | $1.45M | Sell |
40,915
-1,000
| -2% | -$31K | 0.02% | 487 |
|
|
2023
Q4 | $1.23M | Buy |
41,915
+60
| +0.1% | +$1.68K | 0.02% | 491 |
|
|
2023
Q3 | $1.14M | Hold |
41,855
| – | – | 0.02% | 490 |
|
|
2023
Q2 | $1.11M | Buy |
41,855
+1,771
| +4% | +$46.6K | 0.02% | 521 |
|
|
2023
Q1 | $1.06M | Buy |
40,084
+650
| +2% | +$17.5K | 0.02% | 520 |
|
|
2022
Q4 | $1.06M | Hold |
39,434
| – | – | 0.02% | 494 |
|
|
2022
Q3 | $992K | Buy |
39,434
+36
| +0.1% | +$961 | 0.02% | 526 |
|
|
2022
Q2 | $958K | Hold |
39,398
| – | – | 0.02% | 538 |
|
|
2022
Q1 | $994K | Buy |
39,398
+9,126
| +30% | +$225K | 0.02% | 594 |
|
|
2021
Q4 | $674K | Buy |
30,272
+12,891
| +74% | +$276K | 0.01% | 755 |
|
|
2021
Q3 | $364K | Sell |
17,381
-3,221
| -16% | -$64.2K | 0.01% | 971 |
|
|
2021
Q2 | $441K | Sell |
20,602
-15
| -0.1% | -$311 | 0.01% | 921 |
|
|
2021
Q1 | $383K | Sell |
20,617
-768
| -4% | -$13.1K | 0.01% | 925 |
|
|
2020
Q4 | $296K | Buy |
21,385
+6,684
| +45% | +$76.8K | 0.01% | 922 |
|
|
2020
Q3 | $118K | Sell |
14,701
-468
| -3% | -$4.22K | ﹤0.01% | 1084 |
|
|
2020
Q2 | $152K | Buy |
+15,169
| New | +$126K | ﹤0.01% | 1013 |
|
|
2020
Q1 | – | Sell |
-14,851
| Closed | -$292K | – | 1211 |
|
|
2019
Q4 | $292K | Sell |
14,851
-8,109
| -35% | -$168K | 0.01% | 879 |
|
|
2019
Q3 | $571K | Sell |
22,960
-539
| -2% | -$14.3K | 0.01% | 713 |
|
|
2019
Q2 | $723K | Buy |
23,499
+4,434
| +23% | +$137K | 0.02% | 655 |
|
|
2019
Q1 | $598K | Buy |
+19,065
| New | +$605K | 0.01% | 710 |
|
|
2017
Q4 | – | Sell |
-5,363
| Closed | -$221K | – | 727 |
|
|
2017
Q3 | $221K | Sell |
5,363
-600
| -10% | -$24.6K | 0.01% | 644 |
|
|
2017
Q2 | $257K | Sell |
5,963
-500
| -8% | -$22K | 0.01% | 727 |
|
|
2017
Q1 | $298K | Sell |
6,463
-3,057
| -32% | -$138K | 0.01% | 675 |
|
|
2016
Q4 | $403K | Hold |
9,520
| – | – | 0.02% | 548 |
|
|
2016
Q3 | $405K | Sell |
9,520
-250
| -3% | -$9.42K | 0.02% | 550 |
|
|
2016
Q2 | $374K | Buy |
9,770
+129
| +1% | +$5.09K | 0.02% | 551 |
|
|
2016
Q1 | $344K | Buy |
9,641
+689
| +8% | +$19.9K | 0.02% | 520 |
|
|
2015
Q4 | $325K | Buy |
8,952
+1,757
| +24% | +$70K | 0.02% | 526 |
|
|
2015
Q3 | $284K | Sell |
7,195
-500
| -6% | -$26.7K | 0.01% | 563 |
|
|
2015
Q2 | $462K | Sell |
7,695
-2,040
| -21% | -$127K | 0.02% | 515 |
|
|
2015
Q1 | $584K | Buy |
9,735
+1,640
| +20% | +$98.6K | 0.03% | 472 |
|
|
2014
Q4 | $488K | Buy |
8,095
+325
| +4% | +$19.6K | 0.02% | 502 |
|
|
2014
Q3 | $474K | Buy |
7,770
+1,330
| +21% | +$79K | 0.02% | 495 |
|
|
2014
Q2 | $404K | Buy |
6,440
+1,920
| +42% | +$99.9K | 0.02% | 549 |
|
|
2014
Q1 | $222K | Buy |
+4,520
| New | +$192K | 0.01% | 685 |
|
Other funds holding WES
AA
TCA
CCM
KACA