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
2026 Q1	$3.88M	Buy	94,302 +1	+0%	+$41	0.05%	375
2025 Q4	$3.72M	Buy	94,301 +200	+0.2%	+$7.75K	0.05%	329
2025 Q3	$3.7M	Buy	94,101 +77	+0.1%	+$3.01K	0.06%	321
2025 Q2	$3.64M	Hold	94,024	–	–	0.08%	202
2025 Q1	$3.85M	Buy	94,024 +47	+0.1%	+$1.91K	0.11%	162
2024 Q4	$3.61M	Buy	93,977 +2,409	+3%	+$93K	0.13%	138
2024 Q3	$3.5M	Buy	91,568 +76,594	+512%	+$3.02M	0.14%	119
2024 Q2	$595K	Buy	+14,974	New	+$551K	0.03%	302
2020 Q2	–	Sell	-11,557	Closed	-$37.4K	–	45
2020 Q1	$37.4K	Sell	11,557 -7,934	-41%	-$109K	0.01%	43
2019 Q4	$384K	Buy	+19,491	New	+$404K	0.07%	39
2019 Q3	–	Sell	-21,660	Closed	-$666K	–	41
2019 Q2	$666K	Sell	21,660 -1,028	-5%	-$31.7K	0.11%	30
2019 Q1	$711K	Buy	+22,688	New	+$720K	0.12%	27