Summit Financial’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 | $3.7M | Buy |
|
|||||
|
2025
Q2 | $3.64M | Hold |
|
|||||
|
2025
Q1 | $3.85M | Buy |
|
|||||
|
2024
Q4 | $3.61M | Buy |
|
|||||
|
2024
Q3 | $3.5M | Buy |
|
|||||
|
2024
Q2 | $595K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $37.4K | Sell |
|
|||||
|
2019
Q4 | $384K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $666K | Sell |
|
|||||
|
2019
Q1 | $711K | Buy |
|