Summit Trail Advisors’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 | $441K | Buy |
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|
2025
Q2 | $433K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $326K | Buy |
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|
2024
Q2 | $318K | Buy |
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|
2024
Q1 | $252K | Hold |
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|
2023
Q4 | $208K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $227K | Buy |
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|
2022
Q4 | $208K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $298K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $38K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $223K | Sell |
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|
2019
Q2 | $280K | Hold |
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|
2019
Q1 | $286K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $151K | Sell |
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|
2018
Q2 | $251K | Sell |
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|
2018
Q1 | $2.32M | Buy |
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|
2017
Q4 | $2.86M | Buy |
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