AO
Advisor OS’s West Pharmaceutical WST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Sell |
2,819
-18
| -0.6% | -$3.94K | 0.06% | 220 |
|
|
2025
Q1 | $635K | Buy |
2,837
+559
| +25% | +$125K | 0.07% | 194 |
|
|
2024
Q4 | $746K | Sell |
2,278
-569
| -20% | -$186K | 0.09% | 157 |
|
|
2024
Q3 | $855K | Sell |
2,847
-171
| -6% | -$51.3K | 0.09% | 180 |
|
|
2024
Q2 | $994K | Buy |
3,018
+221
| +8% | +$72.8K | 0.11% | 163 |
|
|
2024
Q1 | $1.11M | Buy |
2,797
+453
| +19% | +$179K | 0.13% | 149 |
|
|
2023
Q4 | $825K | Sell |
2,344
-628
| -21% | -$221K | 0.11% | 166 |
|
|
2023
Q3 | $1.12M | Buy |
2,972
+114
| +4% | +$42.8K | 0.17% | 116 |
|
|
2023
Q2 | $1.09M | Buy |
2,858
+29
| +1% | +$11.1K | 0.18% | 113 |
|
|
2023
Q1 | $980K | Buy |
2,829
+114
| +4% | +$39.5K | 0.24% | 109 |
|
|
2022
Q4 | $639K | Buy |
2,715
+488
| +22% | +$115K | 0.17% | 133 |
|
|
2022
Q3 | $549K | Sell |
2,227
-440
| -16% | -$108K | 0.17% | 123 |
|
|
2022
Q2 | $806K | Sell |
2,667
-407
| -13% | -$123K | 0.24% | 100 |
|
|
2022
Q1 | $1.26M | Sell |
3,074
-1,851
| -38% | -$760K | 0.37% | 63 |
|
|
2021
Q4 | $2.31M | Buy |
4,925
+220
| +5% | +$103K | 0.47% | 58 |
|
|
2021
Q3 | $2M | Sell |
4,705
-193
| -4% | -$82K | 0.43% | 52 |
|
|
2021
Q2 | $1.76M | Buy |
4,898
+433
| +10% | +$156K | 0.37% | 51 |
|
|
2021
Q1 | $1.26M | Buy |
4,465
+586
| +15% | +$165K | 0.29% | 65 |
|
|
2020
Q4 | $1.1M | Buy |
3,879
+1,214
| +46% | +$344K | 0.29% | 49 |
|
|
2020
Q3 | $733K | Buy |
2,665
+1,693
| +174% | +$466K | 0.31% | 38 |
|
|
2020
Q2 | $221K | Buy |
+972
| New | +$221K | 0.13% | 121 |
|