Carson Wealth (CWM LLC)’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 | $4.49M | Buy |
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|
2025
Q2 | $512K | Buy |
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|
2025
Q1 | $331K | Buy |
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|
2024
Q4 | $476K | Buy |
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|
2024
Q3 | $430K | Sell |
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|
2024
Q2 | $512K | Sell |
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|
2024
Q1 | $682K | Buy |
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|
2023
Q4 | $560K | Sell |
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|
2023
Q3 | $606K | Buy |
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|
2023
Q2 | $586K | Buy |
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|
2023
Q1 | $503K | Buy |
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|
2022
Q4 | $340K | Buy |
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|
2022
Q3 | $315K | Buy |
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|
2022
Q2 | $349K | Sell |
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|
2022
Q1 | $623K | Buy |
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|
2021
Q4 | $499K | Buy |
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|
2021
Q2 | $116K | Hold |
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|
2021
Q1 | $116K | Hold |
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|
2020
Q4 | $116K | Hold |
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|
2020
Q3 | $116K | Hold |
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|
2020
Q2 | $116K | Hold |
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|
2020
Q1 | $116K | Hold |
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|
2019
Q4 | $116K | Hold |
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|
2019
Q3 | $116K | Hold |
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|
2019
Q2 | $116K | Hold |
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|
2019
Q1 | $116K | Buy |
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|
2018
Q4 | $21K | Buy |
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|
2018
Q3 | $13K | Buy |
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|
2018
Q2 | $9K | Buy |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Sell |
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|
2017
Q3 | $5K | Hold |
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|
2017
Q2 | $5K | Hold |
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|
2017
Q1 | $4K | Buy |
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|
2016
Q4 | $4K | Buy |
|