Clearstead Advisors’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 | $640K | Buy |
2,924
+164
| +6% | +$35.9K | 0.01% | 544 |
|
|
2025
Q1 | $618K | Buy |
2,760
+52
| +2% | +$11.6K | 0.01% | 525 |
|
|
2024
Q4 | $887K | Sell |
2,708
-137
| -5% | -$44.9K | 0.01% | 435 |
|
|
2024
Q3 | $854K | Sell |
2,845
-244
| -8% | -$73.2K | 0.01% | 448 |
|
|
2024
Q2 | $1.02M | Buy |
3,089
+3,059
| +10,197% | +$1.01M | 0.02% | 392 |
|
|
2024
Q1 | $10.7K | Sell |
30
-4
| -12% | -$1.43K | ﹤0.01% | 1046 |
|
|
2023
Q4 | $12K | Buy |
34
+22
| +183% | +$7.75K | ﹤0.01% | 1028 |
|
|
2023
Q3 | $4.5K | Buy |
12
+6
| +100% | +$2.25K | ﹤0.01% | 1264 |
|
|
2023
Q2 | $2.3K | Hold |
6
| – | – | ﹤0.01% | 1122 |
|
|
2023
Q1 | $2.08K | Buy |
+6
| New | +$2.08K | ﹤0.01% | 1130 |
|
|
2021
Q3 | – | Sell |
-5
| Closed | -$2K | – | 1406 |
|
|
2021
Q2 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 1098 |
|