Summit Financial’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.64M | Hold |
94,024
| – | – | 0.08% | 202 |
|
|
2025
Q1 | $3.85M | Buy |
94,024
+47
| +0.1% | +$1.93K | 0.11% | 162 |
|
|
2024
Q4 | $3.61M | Buy |
93,977
+2,409
| +3% | +$92.6K | 0.13% | 138 |
|
|
2024
Q3 | $3.5M | Buy |
91,568
+76,594
| +512% | +$2.93M | 0.14% | 119 |
|
|
2024
Q2 | $595K | Buy |
+14,974
| New | +$595K | 0.03% | 302 |
|
|
2020
Q2 | – | Sell |
-11,557
| Closed | -$37.4K | – | 45 |
|
|
2020
Q1 | $37.4K | Sell |
11,557
-7,934
| -41% | -$25.7K | 0.01% | 43 |
|
|
2019
Q4 | $384K | Buy |
+19,491
| New | +$384K | 0.07% | 39 |
|
|
2019
Q3 | – | Sell |
-21,660
| Closed | -$666K | – | 41 |
|
|
2019
Q2 | $666K | Sell |
21,660
-1,028
| -5% | -$31.6K | 0.11% | 30 |
|
|
2019
Q1 | $711K | Buy |
+22,688
| New | +$711K | 0.12% | 27 |
|