Carson Wealth (CWM LLC)’s West Pharmaceutical WST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Buy |
2,340
+862
| +58% | +$189K | ﹤0.01% | 1578 |
|
|
2025
Q1 | $331K | Buy |
1,478
+26
| +2% | +$5.82K | ﹤0.01% | 1619 |
|
|
2024
Q4 | $476K | Buy |
1,452
+18
| +1% | +$5.9K | ﹤0.01% | 1394 |
|
|
2024
Q3 | $430K | Sell |
1,434
-121
| -8% | -$36.3K | ﹤0.01% | 1385 |
|
|
2024
Q2 | $512K | Sell |
1,555
-168
| -10% | -$55.3K | ﹤0.01% | 1185 |
|
|
2024
Q1 | $682K | Buy |
1,723
+133
| +8% | +$52.6K | ﹤0.01% | 1011 |
|
|
2023
Q4 | $560K | Sell |
1,590
-24
| -1% | -$8.45K | ﹤0.01% | 1022 |
|
|
2023
Q3 | $606K | Buy |
1,614
+83
| +5% | +$31.2K | ﹤0.01% | 919 |
|
|
2023
Q2 | $586K | Buy |
1,531
+78
| +5% | +$29.9K | ﹤0.01% | 889 |
|
|
2023
Q1 | $503K | Buy |
1,453
+10
| +0.7% | +$3.46K | ﹤0.01% | 889 |
|
|
2022
Q4 | $340K | Buy |
1,443
+161
| +13% | +$37.9K | ﹤0.01% | 914 |
|
|
2022
Q3 | $315K | Buy |
1,282
+127
| +11% | +$31.2K | ﹤0.01% | 897 |
|
|
2022
Q2 | $349K | Sell |
1,155
-363
| -24% | -$110K | ﹤0.01% | 840 |
|
|
2022
Q1 | $623K | Buy |
1,518
+453
| +43% | +$186K | ﹤0.01% | 663 |
|
|
2021
Q4 | $499K | Buy |
+1,065
| New | +$499K | ﹤0.01% | 724 |
|
|
2021
Q2 | $116K | Hold |
324
| – | – | ﹤0.01% | 1084 |
|
|
2021
Q1 | $116K | Hold |
324
| – | – | ﹤0.01% | 1084 |
|
|
2020
Q4 | $116K | Hold |
324
| – | – | ﹤0.01% | 1084 |
|
|
2020
Q3 | $116K | Hold |
324
| – | – | ﹤0.01% | 1084 |
|
|
2020
Q2 | $116K | Hold |
324
| – | – | ﹤0.01% | 1084 |
|
|
2020
Q1 | $116K | Hold |
324
| – | – | ﹤0.01% | 1084 |
|
|
2019
Q4 | $116K | Hold |
324
| – | – | ﹤0.01% | 1084 |
|
|
2019
Q3 | $116K | Hold |
324
| – | – | ﹤0.01% | 1084 |
|
|
2019
Q2 | $116K | Hold |
324
| – | – | ﹤0.01% | 1084 |
|
|
2019
Q1 | $116K | Buy |
324
+105
| +48% | +$37.6K | ﹤0.01% | 1084 |
|
|
2018
Q4 | $21K | Buy |
219
+110
| +101% | +$10.5K | ﹤0.01% | 1124 |
|
|
2018
Q3 | $13K | Buy |
109
+16
| +17% | +$1.91K | ﹤0.01% | 1091 |
|
|
2018
Q2 | $9K | Buy |
93
+83
| +830% | +$8.03K | ﹤0.01% | 1041 |
|
|
2018
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1342 |
|
|
2017
Q4 | $1K | Sell |
10
-45
| -82% | -$4.5K | ﹤0.01% | 1407 |
|
|
2017
Q3 | $5K | Hold |
55
| – | – | ﹤0.01% | 1102 |
|
|
2017
Q2 | $5K | Hold |
55
| – | – | ﹤0.01% | 891 |
|
|
2017
Q1 | $4K | Buy |
55
+10
| +22% | +$727 | ﹤0.01% | 911 |
|
|
2016
Q4 | $4K | Buy |
+45
| New | +$4K | ﹤0.01% | 897 |
|