Cary Street Partners Investment Advisory’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-518
| Closed | -$205K | – | 767 |
|
|
2024
Q1 | $205K | Sell |
518
-252
| -33% | -$99.8K | 0.01% | 669 |
|
|
2023
Q4 | $271K | Buy |
770
+497
| +182% | +$175K | 0.01% | 547 |
|
|
2023
Q3 | $102K | Sell |
273
-2
| -0.7% | -$750 | 0.01% | 698 |
|
|
2023
Q2 | $105K | Sell |
275
-25
| -8% | -$9.56K | 0.01% | 652 |
|
|
2023
Q1 | $104K | Sell |
300
-65
| -18% | -$22.5K | 0.01% | 584 |
|
|
2022
Q4 | $85.9K | Buy |
+365
| New | +$85.9K | 0.01% | 619 |
|