Congress Wealth Management’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 | $349K | Sell |
1,592
-30,683
| -95% | -$6.72M | ﹤0.01% | 1022 |
|
|
2025
Q1 | $7.23M | Sell |
32,275
-4,681
| -13% | -$1.05M | 0.09% | 264 |
|
|
2024
Q4 | $12.1M | Sell |
36,956
-1,893
| -5% | -$620K | 0.17% | 175 |
|
|
2024
Q3 | $11.7M | Buy |
38,849
+52
| +0.1% | +$15.6K | 0.16% | 191 |
|
|
2024
Q2 | $12.8M | Buy |
38,797
+727
| +2% | +$239K | 0.2% | 142 |
|
|
2024
Q1 | $15.1M | Buy |
38,070
+255
| +0.7% | +$101K | 0.26% | 112 |
|
|
2023
Q4 | $13.3M | Buy |
37,815
+385
| +1% | +$136K | 0.24% | 118 |
|
|
2023
Q3 | $14M | Buy |
37,430
+385
| +1% | +$144K | 0.29% | 84 |
|
|
2023
Q2 | $14.2M | Sell |
37,045
-253
| -0.7% | -$96.8K | 0.33% | 75 |
|
|
2023
Q1 | $12.9M | Buy |
37,298
+2,627
| +8% | +$910K | 0.31% | 83 |
|
|
2022
Q4 | $8.16M | Sell |
34,671
-1,424
| -4% | -$335K | 0.21% | 141 |
|
|
2022
Q3 | $8.88M | Buy |
36,095
+1,501
| +4% | +$369K | 0.24% | 129 |
|
|
2022
Q2 | $10.5M | Sell |
34,594
-266
| -0.8% | -$80.4K | 0.27% | 99 |
|
|
2022
Q1 | $14.3M | Sell |
34,860
-2,571
| -7% | -$1.06M | 0.31% | 82 |
|
|
2021
Q4 | $17.6M | Buy |
+37,431
| New | +$17.6M | 0.35% | 72 |
|