BerganKDV Wealth Management’s West Pharmaceutical WST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$64.3K	Sell	168 -16	-9%	-$5.72K	0.01%	353
2023 Q1	$63.8K	Hold	184	–	–	0.01%	363
2022 Q4	$43.3K	Sell	184 -3	-2%	-$711	﹤0.01%	390
2022 Q3	$46K	Buy	187 +168	+884%	+$51.2K	0.01%	381
2022 Q2	$6K	Hold	19	–	–	﹤0.01%	683
2022 Q1	$8K	Sell	19 -14	-42%	-$5.48K	﹤0.01%	654
2021 Q4	$15K	Buy	33 +14	+74%	+$6.03K	﹤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%	-$3.09K	﹤0.01%	671
2020 Q3	$8K	Hold	30	–	–	﹤0.01%	539
2020 Q2	$7K	Sell	30 -11	-27%	-$2.16K	﹤0.01%	597
2020 Q1	$6K	Buy	41 +11	+37%	+$1.69K	﹤0.01%	569
2019 Q4	$5K	Buy	+30	New	+$4.37K	﹤0.01%	634