BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $64.3K | Sell |
168
-16
| -9% | -$6.12K | 0.01% | 353 |
|
|
2023
Q1 | $63.8K | Hold |
184
| – | – | 0.01% | 363 |
|
|
2022
Q4 | $43.3K | Sell |
184
-3
| -2% | -$706 | ﹤0.01% | 390 |
|
|
2022
Q3 | $46K | Buy |
187
+168
| +884% | +$41.3K | 0.01% | 381 |
|
|
2022
Q2 | $6K | Hold |
19
| – | – | ﹤0.01% | 683 |
|
|
2022
Q1 | $8K | Sell |
19
-14
| -42% | -$5.9K | ﹤0.01% | 654 |
|
|
2021
Q4 | $15K | Buy |
33
+14
| +74% | +$6.36K | ﹤0.01% | 592 |
|
|
2021
Q3 | $8K | Hold |
19
| – | – | ﹤0.01% | 683 |
|
|
2021
Q2 | $7K | Hold |
19
| – | – | ﹤0.01% | 666 |
|
|
2021
Q1 | $5K | Hold |
19
| – | – | ﹤0.01% | 678 |
|
|
2020
Q4 | $5K | Sell |
19
-11
| -37% | -$2.9K | ﹤0.01% | 671 |
|
|
2020
Q3 | $8K | Hold |
30
| – | – | ﹤0.01% | 539 |
|
|
2020
Q2 | $7K | Sell |
30
-11
| -27% | -$2.57K | ﹤0.01% | 597 |
|
|
2020
Q1 | $6K | Buy |
41
+11
| +37% | +$1.61K | ﹤0.01% | 569 |
|
|
2019
Q4 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 634 |
|