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 |
|
|||||
|
2023
Q1 | $63.8K | Hold |
|
|||||
|
2022
Q4 | $43.3K | Sell |
|
|||||
|
2022
Q3 | $46K | Buy |
|
|||||
|
2022
Q2 | $6K | Hold |
|
|||||
|
2022
Q1 | $8K | Sell |
|
|||||
|
2021
Q4 | $15K | Buy |
|
|||||
|
2021
Q3 | $8K | Hold |
|
|||||
|
2021
Q2 | $7K | Hold |
|
|||||
|
2021
Q1 | $5K | Hold |
|
|||||
|
2020
Q4 | $5K | Sell |
|
|||||
|
2020
Q3 | $8K | Hold |
|
|||||
|
2020
Q2 | $7K | Sell |
|
|||||
|
2020
Q1 | $6K | Buy |
|
|||||
|
2019
Q4 | $5K | Buy |
|