U.S. Capital Wealth Advisors’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 | $3.83M | Buy |
99,017
+10,504
| +12% | +$407K | 0.11% | 199 |
|
|
2025
Q1 | $3.63M | Buy |
88,513
+15,313
| +21% | +$627K | 0.11% | 192 |
|
|
2024
Q4 | $2.81M | Sell |
73,200
-2,000
| -3% | -$76.9K | 0.09% | 238 |
|
|
2024
Q3 | $2.88M | Sell |
75,200
-3,821
| -5% | -$146K | 0.1% | 192 |
|
|
2024
Q2 | $3.14M | Sell |
79,021
-20,475
| -21% | -$813K | 0.12% | 166 |
|
|
2024
Q1 | $3.54M | Sell |
99,496
-10,000
| -9% | -$356K | 0.14% | 153 |
|
|
2023
Q4 | $3.2M | Hold |
109,496
| – | – | 0.13% | 164 |
|
|
2023
Q3 | $2.98M | Buy |
109,496
+28,821
| +36% | +$785K | 0.13% | 147 |
|
|
2023
Q2 | $2.14M | Sell |
80,675
-186
| -0.2% | -$4.93K | 0.1% | 201 |
|
|
2023
Q1 | $2.13M | Hold |
80,861
| – | – | 0.1% | 194 |
|
|
2022
Q4 | $2.17M | Sell |
80,861
-1,339
| -2% | -$36K | 0.1% | 192 |
|
|
2022
Q3 | $2.07M | Sell |
82,200
-763
| -0.9% | -$19.2K | 0.1% | 180 |
|
|
2022
Q2 | $2.02M | Hold |
82,963
| – | – | 0.09% | 212 |
|
|
2022
Q1 | $2.09M | Hold |
82,963
| – | – | 0.08% | 237 |
|
|
2021
Q4 | $1.85M | Hold |
82,963
| – | – | 0.07% | 277 |
|
|
2021
Q3 | $1.74M | Buy |
+82,963
| New | +$1.74M | 0.08% | 275 |
|