CWP
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CFM Wealth Partners’s West Pharmaceutical WST Stock Holding History

CFM Wealth Partners’s Portfolio WST Stock Details WST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-951
Closed -$391K – 187
2022
Q1 		$391K Hold
951
– – 0.09% 132
2021
Q4 		$424K Hold
951
– – 0.09% 123
2021
Q3 		$403K Hold
951
– – 0.1% 122
2021
Q2 		$342K Buy
951
+2
+0.2% +$661 0.09% 127
2021
Q1 		$267K Sell
949
-76
-7% -$21.8K 0.08% 137
2020
Q4 		$290K Sell
1,025
-19
-2% -$5.33K 0.09% 119
2020
Q3 		$286K Sell
1,044
-276
-21% -$73K 0.1% 116
2020
Q2 		$299K Sell
1,320
-89
-6% -$17.5K 0.11% 110
2020
Q1 		$215K Hold
1,409
– – 0.1% 121
2019
Q4 		$223K Buy
+1,409
New +$205K 0.08% 139

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