BWA
Burt Wealth Advisors’s West Pharmaceutical WST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.17M | Buy |
+19,063
| New | +$4.17M | 0.95% | 21 |
|
|
2021
Q1 | – | Sell |
-5
| Closed | -$1K | – | 372 |
|
|
2020
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 382 |
|
|
2020
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 387 |
|
|
2020
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 397 |
|
|
2020
Q1 | $1K | Sell |
5
-4,123
| -100% | -$825K | ﹤0.01% | 395 |
|
|
2019
Q4 | $621K | Hold |
4,128
| – | – | 0.24% | 37 |
|
|
2019
Q3 | $585K | Hold |
4,128
| – | – | 0.24% | 35 |
|
|
2019
Q2 | $517K | Hold |
4,128
| – | – | 0.23% | 39 |
|
|
2019
Q1 | $455K | Hold |
4,128
| – | – | 0.21% | 42 |
|
|
2018
Q4 | $405K | Hold |
4,128
| – | – | 0.19% | 53 |
|
|
2018
Q3 | $510K | Hold |
4,128
| – | – | 0.23% | 38 |
|
|
2018
Q2 | $410K | Buy |
4,128
+2,196
| +114% | +$218K | 0.2% | 45 |
|
|
2018
Q1 | $171K | Hold |
1,932
| – | – | 0.09% | 86 |
|
|
2017
Q4 | $191K | Hold |
1,932
| – | – | 0.12% | 76 |
|
|
2017
Q3 | $186K | Hold |
1,932
| – | – | 0.12% | 72 |
|
|
2017
Q2 | $182K | Hold |
1,932
| – | – | 0.13% | 73 |
|
|
2017
Q1 | $158K | Buy |
1,932
+1,927
| +38,540% | +$158K | 0.11% | 75 |
|
|
2016
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 383 |
|
|
2016
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 385 |
|
|
2016
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 395 |
|
|
2016
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 570 |
|
|
2015
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 507 |
|