Atlas Private 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 | $1.44M | Hold |
3,636
| – | – | 0.6% | 56 |
|
|
2023
Q4 | $1.28M | Sell |
3,636
-90
| -2% | -$31.7K | 0.6% | 58 |
|
|
2023
Q3 | $1.4M | Sell |
3,726
-200
| -5% | -$75K | 0.75% | 47 |
|
|
2023
Q2 | $1.5M | Sell |
3,926
-631
| -14% | -$241K | 0.79% | 45 |
|
|
2023
Q1 | $1.58M | Hold |
4,557
| – | – | 0.95% | 35 |
|
|
2022
Q4 | $1.07M | Hold |
4,557
| – | – | 0.49% | 47 |
|
|
2022
Q3 | $1.12M | Hold |
4,557
| – | – | 0.81% | 39 |
|
|
2022
Q2 | $1.38M | Hold |
4,557
| – | – | 0.94% | 30 |
|
|
2022
Q1 | $1.87M | Sell |
4,557
-35
| -0.8% | -$14.4K | 1.09% | 24 |
|
|
2021
Q4 | $2.15M | Buy |
4,592
+964
| +27% | +$452K | 1.2% | 21 |
|
|
2021
Q3 | $1.54M | Hold |
3,628
| – | – | 0.94% | 34 |
|
|
2021
Q2 | $1.3M | Hold |
3,628
| – | – | 0.8% | 39 |
|
|
2021
Q1 | $1.02M | Hold |
3,628
| – | – | 0.65% | 44 |
|
|
2020
Q4 | $1.03M | Hold |
3,628
| – | – | 0.73% | 41 |
|
|
2020
Q3 | $997K | Hold |
3,628
| – | – | 0.78% | 38 |
|
|
2020
Q2 | $824K | Hold |
3,628
| – | – | 0.66% | 46 |
|
|
2020
Q1 | $552K | Buy |
3,628
+1,598
| +79% | +$243K | 0.51% | 57 |
|
|
2019
Q4 | $305K | Buy |
+2,030
| New | +$305K | 0.23% | 98 |
|