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Waverly Advisors’s Western Midstream Partners WES Stock Holding History

Waverly Advisors’s Portfolio WES Stock Details WES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$12.2M Buy
316,065
+3,869
+1% +$150K 0.13% 159
2025
Q1 		$12.8M Buy
+312,196
New +$12.8M 0.16% 143