Clearstead Advisors’s West Pharmaceutical WST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$710K	Sell	2,833 -918	-24%	-$228K	0.01%	624
2025 Q4	$1.03M	Buy	3,751 +422	+13%	+$115K	0.01%	466
2025 Q3	$873K	Buy	3,329 +405	+14%	+$98.4K	0.01%	495
2025 Q2	$640K	Buy	2,924 +164	+6%	+$35.1K	0.01%	546
2025 Q1	$618K	Buy	2,760 +52	+2%	+$14.3K	0.01%	527
2024 Q4	$887K	Sell	2,708 -137	-5%	-$43.1K	0.01%	436
2024 Q3	$854K	Sell	2,845 -244	-8%	-$74.7K	0.01%	449
2024 Q2	$1.02M	Buy	3,089 +3,059	+10,197%	+$1.08M	0.02%	392
2024 Q1	$10.7K	Sell	30 -4	-12%	-$1.48K	﹤0.01%	1047
2023 Q4	$12K	Buy	34 +22	+183%	+$7.79K	﹤0.01%	1030
2023 Q3	$4.5K	Buy	12 +6	+100%	+$2.32K	﹤0.01%	1265
2023 Q2	$2.29K	Hold	6	–	–	﹤0.01%	1122
2023 Q1	$2.08K	Buy	+6	New	+$1.75K	﹤0.01%	1130
2021 Q3	–	Sell	-5	Closed	-$2K	–	1410
2021 Q2	$2K	Buy	+5	New	+$1.65K	﹤0.01%	1099