AE Wealth Management’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,232
| Closed | -$445K | – | 2002 |
|
|
2023
Q4 | $445K | Sell |
1,232
-247
| -17% | -$89.3K | ﹤0.01% | 1506 |
|
|
2023
Q3 | $555K | Buy |
1,479
+101
| +7% | +$37.9K | ﹤0.01% | 1324 |
|
|
2023
Q2 | $527K | Buy |
1,378
+159
| +13% | +$60.8K | ﹤0.01% | 1366 |
|
|
2023
Q1 | $422K | Buy |
1,219
+41
| +3% | +$14.2K | ﹤0.01% | 1418 |
|
|
2022
Q4 | $277K | Buy |
1,178
+16
| +1% | +$3.77K | ﹤0.01% | 1532 |
|
|
2022
Q3 | $286K | Buy |
1,162
+43
| +4% | +$10.6K | ﹤0.01% | 1486 |
|
|
2022
Q2 | $338K | Sell |
1,119
-64
| -5% | -$19.3K | ﹤0.01% | 1387 |
|
|
2022
Q1 | $486K | Sell |
1,183
-52
| -4% | -$21.4K | ﹤0.01% | 1242 |
|
|
2021
Q4 | $579K | Sell |
1,235
-16
| -1% | -$7.5K | ﹤0.01% | 1194 |
|
|
2021
Q3 | $531K | Buy |
+1,251
| New | +$531K | ﹤0.01% | 1150 |
|
|
2021
Q1 | – | Sell |
-860
| Closed | -$244K | – | 1556 |
|
|
2020
Q4 | $244K | Buy |
860
+69
| +9% | +$19.6K | ﹤0.01% | 1212 |
|
|
2020
Q3 | $217K | Buy |
+791
| New | +$217K | ﹤0.01% | 1149 |
|