CFS Investment Advisory Services’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-923
| Closed | -$207K | – | 341 |
|
|
2025
Q1 | $207K | Sell |
923
-538
| -37% | -$121K | 0.02% | 301 |
|
|
2024
Q4 | $479K | Sell |
1,461
-146
| -9% | -$47.9K | 0.04% | 216 |
|
|
2024
Q3 | $482K | Sell |
1,607
-55
| -3% | -$16.5K | 0.04% | 207 |
|
|
2024
Q2 | $547K | Buy |
+1,662
| New | +$547K | 0.04% | 178 |
|
|
2023
Q3 | – | Sell |
-1,388
| Closed | -$531K | – | 258 |
|
|
2023
Q2 | $531K | Buy |
+1,388
| New | +$531K | 0.07% | 156 |
|
|
2022
Q3 | – | Sell |
-2,410
| Closed | -$729K | – | 368 |
|
|
2022
Q2 | $729K | Sell |
2,410
-1,547,199
| -100% | -$468M | 0.11% | 144 |
|
|
2022
Q1 | $4K | Buy |
1,549,609
+1,546,156
| +44,777% | +$3.99K | 0.02% | 229 |
|
|
2021
Q4 | $1.36M | Sell |
3,453
-219
| -6% | -$86.1K | 0.18% | 118 |
|
|
2021
Q3 | $1.56M | Buy |
+3,672
| New | +$1.56M | 0.21% | 112 |
|