Steward Partners Investment Advisory’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	$525K	Buy	12,758 +7,352	+136%	+$304K	﹤0.01%	1498
2025 Q4	$214K	Buy	5,406 +557	+11%	+$21.6K	﹤0.01%	1901
2025 Q3	$191K	Hold	4,849	–	–	﹤0.01%	1893
2025 Q2	$188K	Sell	4,849 -139	-3%	-$5.29K	﹤0.01%	1794
2025 Q1	$204K	Buy	4,988 +4,849	+3,488%	+$197K	﹤0.01%	1639
2024 Q4	$5.34K	Hold	139	–	–	﹤0.01%	3337
2024 Q3	$5.32K	Buy	+139	New	+$5.48K	﹤0.01%	3167
2021 Q2	–	Sell	-100	Closed	-$1.86K	–	7430
2021 Q1	$1.86K	Buy	+100	New	+$1.7K	﹤0.01%	3236
2020 Q4	–	Sell	-256	Closed	-$2K	–	3004
2020 Q3	$2K	Buy	+256	New	+$2.31K	﹤0.01%	2611
2019 Q4	–	Sell	-424	Closed	-$10K	–	2756
2019 Q3	$10K	Buy	+424	New	+$11.3K	﹤0.01%	2007
2018 Q4	–	Sell	-200	Closed	-$6K	–	2158
2018 Q3	$6K	Buy	+200	New	+$7.01K	﹤0.01%	2085