Advisor OS’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,177
| Closed | -$599K | – | 638 |
|
|
2025
Q4 | $599K | Sell |
2,177
-297
| -12% | -$81.2K | 0.05% | 257 |
|
|
2025
Q3 | $649K | Sell |
2,474
-345
| -12% | -$83.8K | 0.06% | 215 |
|
|
2025
Q2 | $617K | Sell |
2,819
-18
| -0.6% | -$3.85K | 0.06% | 220 |
|
|
2025
Q1 | $635K | Buy |
2,837
+559
| +25% | +$154K | 0.07% | 194 |
|
|
2024
Q4 | $746K | Sell |
2,278
-569
| -20% | -$179K | 0.09% | 157 |
|
|
2024
Q3 | $855K | Sell |
2,847
-171
| -6% | -$52.4K | 0.09% | 180 |
|
|
2024
Q2 | $994K | Buy |
3,018
+221
| +8% | +$78.1K | 0.11% | 163 |
|
|
2024
Q1 | $1.11M | Buy |
2,797
+453
| +19% | +$168K | 0.13% | 149 |
|
|
2023
Q4 | $825K | Sell |
2,344
-628
| -21% | -$222K | 0.11% | 166 |
|
|
2023
Q3 | $1.12M | Buy |
2,972
+114
| +4% | +$44.1K | 0.17% | 116 |
|
|
2023
Q2 | $1.09M | Buy |
2,858
+29
| +1% | +$10.4K | 0.18% | 113 |
|
|
2023
Q1 | $980K | Buy |
2,829
+114
| +4% | +$33.3K | 0.24% | 109 |
|
|
2022
Q4 | $639K | Buy |
2,715
+488
| +22% | +$116K | 0.17% | 133 |
|
|
2022
Q3 | $549K | Sell |
2,227
-440
| -16% | -$134K | 0.17% | 123 |
|
|
2022
Q2 | $806K | Sell |
2,667
-407
| -13% | -$132K | 0.24% | 100 |
|
|
2022
Q1 | $1.26M | Sell |
3,074
-1,851
| -38% | -$725K | 0.37% | 63 |
|
|
2021
Q4 | $2.31M | Buy |
4,925
+220
| +5% | +$94.7K | 0.47% | 58 |
|
|
2021
Q3 | $2M | Sell |
4,705
-193
| -4% | -$81.4K | 0.43% | 52 |
|
|
2021
Q2 | $1.76M | Buy |
4,898
+433
| +10% | +$143K | 0.37% | 51 |
|
|
2021
Q1 | $1.26M | Buy |
4,465
+586
| +15% | +$168K | 0.29% | 65 |
|
|
2020
Q4 | $1.1M | Buy |
3,879
+1,214
| +46% | +$341K | 0.29% | 49 |
|
|
2020
Q3 | $733K | Buy |
2,665
+1,693
| +174% | +$448K | 0.31% | 38 |
|
|
2020
Q2 | $221K | Buy |
+972
| New | +$191K | 0.13% | 121 |
|
Other funds holding WST
VCM
VPM
GIM
