BWP
Baldwin Wealth Partners’s West Pharmaceutical WST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,353
| Closed | -$406K | – | 1047 |
|
|
2024
Q3 | $406K | Buy |
1,353
+1,346
| +19,229% | +$404K | 0.03% | 228 |
|
|
2024
Q2 | $2.31K | Hold |
7
| – | – | ﹤0.01% | 649 |
|
|
2024
Q1 | $2.77K | Hold |
7
| – | – | ﹤0.01% | 634 |
|
|
2023
Q4 | $2.47K | Hold |
7
| – | – | ﹤0.01% | 660 |
|
|
2023
Q3 | $2.63K | Hold |
7
| – | – | ﹤0.01% | 672 |
|
|
2023
Q2 | $2.68K | Hold |
7
| – | – | ﹤0.01% | 684 |
|
|
2023
Q1 | $2.43K | Hold |
7
| – | – | ﹤0.01% | 719 |
|
|
2022
Q4 | $1.65K | Buy |
+7
| New | +$1.65K | ﹤0.01% | 721 |
|