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
2025
Q3
$191K Hold
2025
Q2
$188K Sell
2025
Q1
$204K Buy
2024
Q4
$5.34K Hold
2024
Q3
$5.32K Buy
2021
Q2
Sell
2021
Q1
$1.86K Buy
2020
Q4
Sell
2020
Q3
$2K Buy
2019
Q4
Sell
2019
Q3
$10K Buy
2018
Q4
Sell
2018
Q3
$6K Buy