Capasso Planning Partners’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 | – | Sell |
-3,730
| Closed | -$1.12M | – | 158 |
|
|
2024
Q3 | $1.12M | Sell |
3,730
-2
| -0.1% | -$600 | 0.33% | 54 |
|
|
2024
Q2 | $1.23M | Buy |
+3,732
| New | +$1.23M | 0.4% | 55 |
|
|
2023
Q2 | – | Sell |
-4,850
| Closed | -$1.68M | – | 105 |
|
|
2023
Q1 | $1.68M | Hold |
4,850
| – | – | 0.99% | 23 |
|
|
2022
Q4 | $1.14M | Sell |
4,850
-7
| -0.1% | -$1.65K | 0.73% | 32 |
|
|
2022
Q3 | $1.2M | Buy |
4,857
+8
| +0.2% | +$1.97K | 0.83% | 30 |
|
|
2022
Q2 | $1.47M | Buy |
4,849
+1
| +0% | +$302 | 1.04% | 24 |
|
|
2022
Q1 | $1.99M | Hold |
4,848
| – | – | 1.4% | 18 |
|
|
2021
Q4 | $2.27M | Buy |
+4,848
| New | +$2.27M | 1.66% | 15 |
|