Beacon Investment 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 | – | Sell |
-1,333
| Closed | -$298K | – | 260 |
|
|
2025
Q1 | $298K | Sell |
1,333
-1,660
| -55% | -$372K | 0.01% | 202 |
|
|
2024
Q4 | $980K | Sell |
2,993
-2,138
| -42% | -$700K | 0.04% | 132 |
|
|
2024
Q3 | $1.54M | Sell |
5,131
-1,690
| -25% | -$507K | 0.06% | 127 |
|
|
2024
Q2 | $2.25M | Sell |
6,821
-437
| -6% | -$144K | 0.1% | 113 |
|
|
2024
Q1 | $2.87M | Sell |
7,258
-163
| -2% | -$64.5K | 0.12% | 107 |
|
|
2023
Q4 | $2.61M | Sell |
7,421
-727
| -9% | -$256K | 0.12% | 110 |
|
|
2023
Q3 | $3.06M | Sell |
8,148
-166
| -2% | -$62.3K | 0.15% | 103 |
|
|
2023
Q2 | $3.18M | Sell |
8,314
-435
| -5% | -$166K | 0.15% | 105 |
|
|
2023
Q1 | $3.03M | Sell |
8,749
-1,099
| -11% | -$381K | 0.15% | 110 |
|
|
2022
Q4 | $2.32M | Sell |
9,848
-577
| -6% | -$136K | 0.12% | 116 |
|
|
2022
Q3 | $2.57M | Buy |
10,425
+2,092
| +25% | +$515K | 0.14% | 108 |
|
|
2022
Q2 | $2.52M | Buy |
8,333
+2,376
| +40% | +$719K | 0.13% | 113 |
|
|
2022
Q1 | $2.45M | Buy |
5,957
+480
| +9% | +$197K | 0.1% | 123 |
|
|
2021
Q4 | $2.57M | Buy |
5,477
+493
| +10% | +$231K | 0.1% | 125 |
|
|
2021
Q3 | $2.12M | Buy |
4,984
+234
| +5% | +$99.3K | 0.09% | 131 |
|
|
2021
Q2 | $1.71M | Sell |
4,750
-44
| -0.9% | -$15.8K | 0.07% | 140 |
|
|
2021
Q1 | $1.35M | Buy |
4,794
+271
| +6% | +$76.4K | 0.06% | 147 |
|
|
2020
Q4 | $1.28M | Sell |
4,523
-161
| -3% | -$45.6K | 0.06% | 141 |
|
|
2020
Q3 | $1.29M | Buy |
4,684
+125
| +3% | +$34.4K | 0.07% | 136 |
|
|
2020
Q2 | $1.04M | Buy |
4,559
+104
| +2% | +$23.6K | 0.06% | 141 |
|
|
2020
Q1 | $678K | Buy |
+4,455
| New | +$678K | 0.05% | 148 |
|