Venturi Wealth Management’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 Q1	–	Sell	-2,934	Closed	-$113K	–	1836
2024 Q4	$113K	Buy	+2,934	New	+$113K	0.01%	721
2019 Q3	–	Sell	-7,625	Closed	-$235K	–	252
2019 Q2	$235K	Hold	7,625	–	–	0.03%	230
2019 Q1	$242K	Buy	+7,625	New	+$242K	0.03%	228