Arkadios Wealth Advisors’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Buy |
1,265
+10
| +0.8% | +$2.19K | 0.01% | 1057 |
|
|
2025
Q1 | $281K | Sell |
1,255
-9
| -0.7% | -$2.02K | 0.01% | 927 |
|
|
2024
Q4 | $414K | Buy |
1,264
+66
| +6% | +$21.6K | 0.02% | 623 |
|
|
2024
Q3 | $360K | Buy |
1,198
+211
| +21% | +$63.4K | 0.02% | 648 |
|
|
2024
Q2 | $325K | Buy |
987
+8
| +0.8% | +$2.64K | 0.02% | 609 |
|
|
2024
Q1 | $388K | Sell |
979
-8
| -0.8% | -$3.17K | 0.03% | 459 |
|
|
2023
Q4 | $348K | Sell |
987
-258
| -21% | -$90.9K | 0.03% | 472 |
|
|
2023
Q3 | $467K | Sell |
1,245
-48
| -4% | -$18K | 0.04% | 352 |
|
|
2023
Q2 | $494K | Sell |
1,293
-112
| -8% | -$42.8K | 0.06% | 311 |
|
|
2023
Q1 | $487K | Buy |
1,405
+228
| +19% | +$79K | 0.06% | 310 |
|
|
2022
Q4 | $277K | Sell |
1,177
-212
| -15% | -$49.9K | 0.04% | 430 |
|
|
2022
Q3 | $342K | Buy |
1,389
+104
| +8% | +$25.6K | 0.05% | 341 |
|
|
2022
Q2 | $389K | Buy |
1,285
+335
| +35% | +$101K | 0.06% | 337 |
|
|
2022
Q1 | $390K | Sell |
950
-575
| -38% | -$236K | 0.05% | 362 |
|
|
2021
Q4 | $715K | Sell |
1,525
-363
| -19% | -$170K | 0.09% | 246 |
|
|
2021
Q3 | $801K | Sell |
1,888
-855
| -31% | -$363K | 0.12% | 201 |
|
|
2021
Q2 | $985K | Buy |
2,743
+2,643
| +2,643% | +$949K | 0.12% | 203 |
|
|
2021
Q1 | $28K | Hold |
100
| – | – | ﹤0.01% | 876 |
|
|
2020
Q4 | $28K | Buy |
+100
| New | +$28K | 0.01% | 675 |
|