Wealth Alliance’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
2024 Q4	–	Sell	-5,603	Closed	-$214K	–	547
2024 Q3	$214K	Sell	5,603 -1,580	-22%	-$62.3K	0.03%	490
2024 Q2	$285K	Sell	7,183 -1,878	-21%	-$69.1K	0.04%	395
2024 Q1	$322K	Sell	9,061 -3,787	-29%	-$118K	0.04%	381
2023 Q4	$376K	Buy	12,848 +458	+4%	+$12.8K	0.05%	319
2023 Q3	$337K	Sell	12,390 -2,287	-16%	-$62.1K	0.05%	322
2023 Q2	$389K	Buy	14,677 +315	+2%	+$8.29K	0.06%	308
2023 Q1	$379K	Buy	14,362 +2,482	+21%	+$66.7K	0.06%	297
2022 Q4	$319K	Sell	11,880 -6,053	-34%	-$163K	0.06%	328
2022 Q3	$451K	Buy	17,933 +7,156	+66%	+$191K	0.09%	233
2022 Q2	$262K	Sell	10,777 -4,593	-30%	-$118K	0.05%	358
2022 Q1	$388K	Buy	15,370 +6,208	+68%	+$153K	0.08%	276
2021 Q4	$204K	Buy	+9,162	New	+$196K	0.04%	427