Cornerstone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-695
| Closed | -$261K | – | 573 |
|
|
2023
Q3 | $261K | Buy |
+695
| New | +$261K | 0.02% | 447 |
|
|
2021
Q3 | – | Sell |
-575
| Closed | -$206K | – | 487 |
|
|
2021
Q2 | $206K | Buy |
+575
| New | +$206K | 0.02% | 454 |
|
|
2018
Q4 | – | Sell |
-216,172
| Closed | -$2.3M | – | 1142 |
|
|
2018
Q3 | $2.3M | Buy |
216,172
+76,922
| +55% | +$818K | 0.03% | 458 |
|
|
2018
Q2 | $1.41M | Buy |
+139,250
| New | +$1.41M | 0.02% | 650 |
|
|
2018
Q1 | – | Sell |
-2,516
| Closed | -$255K | – | 423 |
|
|
2017
Q4 | $255K | Buy |
2,516
+218
| +9% | +$22.1K | 0.05% | 335 |
|
|
2017
Q3 | $215K | Sell |
2,298
-130
| -5% | -$12.2K | 0.04% | 352 |
|
|
2017
Q2 | $225K | Buy |
+2,428
| New | +$225K | 0.05% | 329 |
|