AE Wealth Management’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	$286K	Buy	+1,142	New	+$284K	﹤0.01%	1406
2024 Q1	–	Sell	-1,232	Closed	-$445K	–	2007
2023 Q4	$445K	Sell	1,232 -247	-17%	-$87.4K	﹤0.01%	1509
2023 Q3	$555K	Buy	1,479 +101	+7%	+$39.1K	﹤0.01%	1326
2023 Q2	$527K	Buy	1,378 +159	+13%	+$56.8K	﹤0.01%	1368
2023 Q1	$422K	Buy	1,219 +41	+3%	+$12K	﹤0.01%	1420
2022 Q4	$277K	Buy	1,178 +16	+1%	+$3.79K	﹤0.01%	1535
2022 Q3	$286K	Buy	1,162 +43	+4%	+$13.1K	﹤0.01%	1489
2022 Q2	$338K	Sell	1,119 -64	-5%	-$20.8K	﹤0.01%	1391
2022 Q1	$486K	Sell	1,183 -52	-4%	-$20.4K	﹤0.01%	1245
2021 Q4	$579K	Sell	1,235 -16	-1%	-$6.89K	﹤0.01%	1194
2021 Q3	$531K	Buy	+1,251	New	+$527K	﹤0.01%	1152
2021 Q1	–	Sell	-860	Closed	-$244K	–	1579
2020 Q4	$244K	Buy	860 +69	+9%	+$19.4K	﹤0.01%	1214
2020 Q3	$217K	Buy	+791	New	+$209K	﹤0.01%	1153