Summit Financial’s Western Midstream Partners WES Stock Holding History

Summit Financial’s Portfolio WES Stock Details WES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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