Burt Wealth Advisors’s West Pharmaceutical WST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.75M	Sell	18,109 -954	-5%	-$232K	1.17%	19
2025 Q2	$4.17M	Buy	+19,063	New	+$4.08M	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%	-$635K	﹤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%	+$202K	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%	+$161K	0.11%	75
2016 Q4	$1K	Hold	5	–	–	﹤0.01%	384
2016 Q3	$1K	Hold	5	–	–	﹤0.01%	386
2016 Q2	$1K	Hold	5	–	–	﹤0.01%	396
2016 Q1	$1K	Hold	5	–	–	﹤0.01%	571
2015 Q4	$1K	Buy	+5	New	+$301	﹤0.01%	508