Brendel Financial Advisors’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,516
| Closed | -$2.65M | – | 97 |
|
|
2023
Q4 | $2.65M | Buy |
+7,516
| New | +$2.65M | 1.73% | 25 |
|
|
2023
Q2 | – | Sell |
-5,192
| Closed | -$1.8M | – | 92 |
|
|
2023
Q1 | $1.8M | Buy |
+5,192
| New | +$1.8M | 1.33% | 33 |
|
|
2022
Q1 | – | Sell |
-489
| Closed | -$229K | – | 136 |
|
|
2021
Q4 | $229K | Buy |
+489
| New | +$229K | 0.12% | 100 |
|