Boston Financial Management’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $525K | Hold |
1,602
| – | – | 0.02% | 235 |
|
|
2024
Q3 | $481K | Hold |
1,602
| – | – | 0.01% | 244 |
|
|
2024
Q2 | $528K | Hold |
1,602
| – | – | 0.02% | 233 |
|
|
2024
Q1 | $634K | Hold |
1,602
| – | – | 0.02% | 228 |
|
|
2023
Q4 | $564K | Hold |
1,602
| – | – | 0.02% | 229 |
|
|
2023
Q3 | $601K | Hold |
1,602
| – | – | 0.02% | 213 |
|
|
2023
Q2 | $613K | Hold |
1,602
| – | – | 0.02% | 222 |
|
|
2023
Q1 | $555K | Sell |
1,602
-6
| -0.4% | -$2.08K | 0.02% | 218 |
|
|
2022
Q4 | $378K | Sell |
1,608
-50
| -3% | -$11.8K | 0.02% | 250 |
|
|
2022
Q3 | $408K | Buy |
1,658
+6
| +0.4% | +$1.48K | 0.02% | 228 |
|
|
2022
Q2 | $500K | Hold |
1,652
| – | – | 0.02% | 204 |
|
|
2022
Q1 | $678K | Buy |
1,652
+85
| +5% | +$34.9K | 0.03% | 186 |
|
|
2021
Q4 | $735K | Buy |
1,567
+50
| +3% | +$23.5K | 0.03% | 165 |
|
|
2021
Q3 | $644K | Hold |
1,517
| – | – | 0.03% | 169 |
|
|
2021
Q2 | $545K | Hold |
1,517
| – | – | 0.02% | 169 |
|
|
2021
Q1 | $427K | Hold |
1,517
| – | – | 0.02% | 183 |
|
|
2020
Q4 | $430K | Hold |
1,517
| – | – | 0.02% | 177 |
|
|
2020
Q3 | $417K | Hold |
1,517
| – | – | 0.02% | 177 |
|
|
2020
Q2 | $345K | Hold |
1,517
| – | – | 0.02% | 190 |
|
|
2020
Q1 | $231K | Buy |
+1,517
| New | +$231K | 0.01% | 210 |
|