Baker Tilly 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
Q3 | – | Sell |
-1,014
| Closed | -$334K | – | 292 |
|
|
2024
Q2 | $334K | Sell |
1,014
-2,919
| -74% | -$961K | 0.14% | 177 |
|
|
2024
Q1 | $1.56M | Buy |
3,933
+46
| +1% | +$18.2K | 0.28% | 84 |
|
|
2023
Q4 | $1.37M | Buy |
3,887
+18
| +0.5% | +$6.34K | 0.22% | 103 |
|
|
2023
Q3 | $1.45M | Sell |
3,869
-476
| -11% | -$179K | 0.24% | 90 |
|
|
2023
Q2 | $1.66M | Sell |
4,345
-190
| -4% | -$72.7K | 0.17% | 126 |
|
|
2023
Q1 | $1.57M | Buy |
4,535
+213
| +5% | +$73.8K | 0.18% | 125 |
|
|
2022
Q4 | $1.02M | Buy |
4,322
+670
| +18% | +$158K | 0.13% | 184 |
|
|
2022
Q3 | $899K | Sell |
3,652
-5
| -0.1% | -$1.23K | 0.12% | 183 |
|
|
2022
Q2 | $1.11M | Buy |
3,657
+385
| +12% | +$116K | 0.15% | 148 |
|
|
2022
Q1 | $1.34M | Sell |
3,272
-111
| -3% | -$45.6K | 0.15% | 141 |
|
|
2021
Q4 | $1.59M | Buy |
3,383
+500
| +17% | +$235K | 0.17% | 125 |
|
|
2021
Q3 | $1.22M | Buy |
2,883
+1,062
| +58% | +$451K | 0.16% | 128 |
|
|
2021
Q2 | $654K | Buy |
1,821
+285
| +19% | +$102K | 0.11% | 216 |
|
|
2021
Q1 | $433K | Buy |
1,536
+243
| +19% | +$68.5K | 0.09% | 276 |
|
|
2020
Q4 | $366K | Buy |
+1,293
| New | +$366K | 0.11% | 198 |
|