B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $547K | Buy |
1,670
+187
| +13% | +$61.3K | 0.02% | 664 |
|
|
2024
Q3 | $444K | Sell |
1,483
-73
| -5% | -$21.9K | 0.01% | 783 |
|
|
2024
Q2 | $513K | Buy |
1,556
+995
| +177% | +$328K | 0.01% | 805 |
|
|
2024
Q1 | $211K | Buy |
+561
| New | +$211K | 0.01% | 1246 |
|
|
2023
Q4 | – | Sell |
-561
| Closed | -$211K | – | 1515 |
|
|
2023
Q3 | $211K | Buy |
+561
| New | +$211K | 0.01% | 1246 |
|
|
2022
Q4 | – | Sell |
-924
| Closed | -$228K | – | 1598 |
|
|
2022
Q3 | $228K | Sell |
924
-107
| -10% | -$26.4K | 0.01% | 1168 |
|
|
2022
Q2 | $312K | Sell |
1,031
-1,238
| -55% | -$375K | 0.01% | 861 |
|
|
2022
Q1 | $933K | Buy |
2,269
+241
| +12% | +$99.1K | 0.03% | 520 |
|
|
2021
Q4 | $951K | Buy |
2,028
+104
| +5% | +$48.8K | 0.03% | 545 |
|
|
2021
Q3 | $817K | Sell |
1,924
-85
| -4% | -$36.1K | 0.03% | 587 |
|
|
2021
Q2 | $722K | Sell |
2,009
-689
| -26% | -$248K | 0.02% | 626 |
|
|
2021
Q1 | $761K | Buy |
2,698
+762
| +39% | +$215K | 0.03% | 566 |
|
|
2020
Q4 | $549K | Sell |
1,936
-120
| -6% | -$34K | 0.03% | 509 |
|
|
2020
Q3 | $553K | Buy |
+2,056
| New | +$553K | 0.03% | 497 |
|
|
2019
Q4 | – | Sell |
-4,193
| Closed | -$595K | – | 910 |
|
|
2019
Q3 | $595K | Buy |
4,193
+724
| +21% | +$103K | 0.06% | 346 |
|
|
2019
Q2 | $435K | Buy |
3,469
+1,050
| +43% | +$132K | 0.05% | 427 |
|
|
2019
Q1 | $267K | Buy |
+2,419
| New | +$267K | 0.03% | 553 |
|
|
2015
Q1 | – | Sell |
-177
| Closed | -$9 | – | 1991 |
|
|
2014
Q4 | $9 | Buy |
+177
| New | +$9 | ﹤0.01% | 2934 |
|
|
2014
Q3 | – | Sell |
-9
| Closed | -$386 | – | 1903 |
|
|
2014
Q2 | $386 | Buy |
+9
| New | +$386 | ﹤0.01% | 2345 |
|