Williams Jones 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
2024
Q4
Sell
-8,000
Closed -$306K 545
2024
Q3
$306K Buy
+8,000
New +$306K ﹤0.01% 428
2019
Q4
Sell
-22,028
Closed -$548K 463
2019
Q3
$548K Buy
+22,028
New +$548K 0.01% 257