Congress Wealth Management’s West Pharmaceutical WST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$349K	Sell	1,592 -30,683	-95%	-$6.56M	﹤0.01%	1022
2025 Q1	$7.23M	Sell	32,275 -4,681	-13%	-$1.29M	0.09%	264
2024 Q4	$12.1M	Sell	36,956 -1,893	-5%	-$596K	0.17%	175
2024 Q3	$11.7M	Buy	38,849 +52	+0.1%	+$15.9K	0.16%	191
2024 Q2	$12.8M	Buy	38,797 +727	+2%	+$257K	0.2%	142
2024 Q1	$15.1M	Buy	38,070 +255	+0.7%	+$94.3K	0.26%	112
2023 Q4	$13.3M	Buy	37,815 +385	+1%	+$136K	0.24%	118
2023 Q3	$14M	Buy	37,430 +385	+1%	+$149K	0.29%	84
2023 Q2	$14.2M	Sell	37,045 -253	-0.7%	-$90.4K	0.33%	75
2023 Q1	$12.9M	Buy	37,298 +2,627	+8%	+$768K	0.31%	83
2022 Q4	$8.16M	Sell	34,671 -1,424	-4%	-$337K	0.21%	141
2022 Q3	$8.88M	Buy	36,095 +1,501	+4%	+$457K	0.24%	129
2022 Q2	$10.5M	Sell	34,594 -266	-0.8%	-$86.6K	0.27%	99
2022 Q1	$14.3M	Sell	34,860 -2,571	-7%	-$1.01M	0.31%	82
2021 Q4	$17.6M	Buy	+37,431	New	+$16.1M	0.35%	72