Avantax Advisory Services’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 | $1.62M | Sell |
7,406
-230
| -3% | -$50.3K | 0.01% | 906 |
|
|
2025
Q1 | $1.71M | Buy |
7,636
+1,168
| +18% | +$261K | 0.01% | 825 |
|
|
2024
Q4 | $2.12M | Sell |
6,468
-338
| -5% | -$111K | 0.01% | 687 |
|
|
2024
Q3 | $2.04M | Buy |
6,806
+529
| +8% | +$159K | 0.01% | 686 |
|
|
2024
Q2 | $2.07M | Buy |
6,277
+5,370
| +592% | +$1.77M | 0.01% | 652 |
|
|
2024
Q1 | $359K | Buy |
907
+90
| +11% | +$35.6K | ﹤0.01% | 1203 |
|
|
2023
Q4 | $288K | Buy |
+817
| New | +$288K | ﹤0.01% | 1255 |
|
|
2023
Q2 | – | Sell |
-2,037
| Closed | -$706K | – | 1580 |
|
|
2023
Q1 | $706K | Buy |
2,037
+794
| +64% | +$275K | 0.01% | 784 |
|
|
2022
Q4 | $292K | Buy |
+1,243
| New | +$292K | ﹤0.01% | 1120 |
|