Creative Planning’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 | $11.4M | Buy |
52,261
+1,713
| +3% | +$375K | 0.01% | 480 |
|
|
2025
Q1 | $11.3M | Buy |
50,548
+482
| +1% | +$108K | 0.01% | 450 |
|
|
2024
Q4 | $16.4M | Sell |
50,066
-305
| -0.6% | -$99.9K | 0.02% | 333 |
|
|
2024
Q3 | $15.1M | Buy |
50,371
+3,526
| +8% | +$1.06M | 0.02% | 336 |
|
|
2024
Q2 | $15.4M | Buy |
46,845
+659
| +1% | +$217K | 0.02% | 310 |
|
|
2024
Q1 | $18.3M | Buy |
46,186
+1,378
| +3% | +$545K | 0.02% | 283 |
|
|
2023
Q4 | $15.8M | Sell |
44,808
-132
| -0.3% | -$46.5K | 0.03% | 292 |
|
|
2023
Q3 | $16.9M | Buy |
44,940
+41,700
| +1,287% | +$15.6M | 0.02% | 264 |
|
|
2023
Q2 | $1.24M | Buy |
3,240
+568
| +21% | +$217K | ﹤0.01% | 1017 |
|
|
2023
Q1 | $926K | Buy |
2,672
+696
| +35% | +$241K | ﹤0.01% | 1118 |
|
|
2022
Q4 | $465K | Buy |
1,976
+393
| +25% | +$92.5K | ﹤0.01% | 1462 |
|
|
2022
Q3 | $390K | Buy |
1,583
+211
| +15% | +$52K | ﹤0.01% | 1479 |
|
|
2022
Q2 | $415K | Buy |
1,372
+495
| +56% | +$150K | ﹤0.01% | 1415 |
|
|
2022
Q1 | $360K | Buy |
877
+152
| +21% | +$62.4K | ﹤0.01% | 1513 |
|
|
2021
Q4 | $340K | Buy |
+725
| New | +$340K | ﹤0.01% | 1536 |
|
|
2021
Q2 | – | Sell |
-3,729
| Closed | -$1.05M | – | 2348 |
|
|
2021
Q1 | $1.05M | Buy |
3,729
+225
| +6% | +$63.4K | ﹤0.01% | 989 |
|
|
2020
Q4 | $993K | Buy |
3,504
+2,383
| +213% | +$675K | ﹤0.01% | 944 |
|
|
2020
Q3 | $308K | Buy |
+1,121
| New | +$308K | ﹤0.01% | 1388 |
|
|
2017
Q3 | – | Sell |
-302
| Closed | -$29K | – | 3620 |
|
|
2017
Q2 | $29K | Buy |
302
+95
| +46% | +$9.12K | ﹤0.01% | 2893 |
|
|
2017
Q1 | $17K | Sell |
207
-48
| -19% | -$3.94K | ﹤0.01% | 3209 |
|
|
2016
Q4 | $22K | Buy |
255
+69
| +37% | +$5.95K | ﹤0.01% | 2985 |
|
|
2016
Q3 | $14K | Buy |
186
+56
| +43% | +$4.22K | ﹤0.01% | 3243 |
|
|
2016
Q2 | $10K | Sell |
130
-12
| -8% | -$923 | ﹤0.01% | 3211 |
|
|
2016
Q1 | $10K | Hold |
142
| – | – | ﹤0.01% | 3207 |
|
|
2015
Q4 | $9K | Buy |
142
+60
| +73% | +$3.8K | ﹤0.01% | 3324 |
|
|
2015
Q3 | $4K | Buy |
+82
| New | +$4K | ﹤0.01% | 3677 |
|
|
2014
Q4 | – | Sell |
-1,371
| Closed | -$61K | – | 4197 |
|
|
2014
Q3 | $61K | Buy |
1,371
+123
| +10% | +$5.47K | ﹤0.01% | 1780 |
|
|
2014
Q2 | $53K | Buy |
+1,248
| New | +$53K | ﹤0.01% | 1833 |
|