Dakota 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 | $622K | Buy |
2,843
+4
| +0.1% | +$875 | 0.01% | 477 |
|
|
2025
Q1 | $636K | Buy |
2,839
+776
| +38% | +$174K | 0.01% | 466 |
|
|
2024
Q4 | $676K | Sell |
2,063
-109
| -5% | -$35.7K | 0.02% | 441 |
|
|
2024
Q3 | $652K | Buy |
2,172
+141
| +7% | +$42.3K | 0.01% | 454 |
|
|
2024
Q2 | $669K | Buy |
2,031
+156
| +8% | +$51.4K | 0.02% | 448 |
|
|
2024
Q1 | $742K | Buy |
1,875
+84
| +5% | +$33.2K | 0.02% | 427 |
|
|
2023
Q4 | $631K | Buy |
1,791
+24
| +1% | +$8.45K | 0.02% | 383 |
|
|
2023
Q3 | $663K | Sell |
1,767
-16
| -0.9% | -$6K | 0.03% | 348 |
|
|
2023
Q2 | $682K | Sell |
1,783
-135
| -7% | -$51.6K | 0.03% | 320 |
|
|
2023
Q1 | $665K | Buy |
1,918
+96
| +5% | +$33.3K | 0.04% | 300 |
|
|
2022
Q4 | $429K | Buy |
1,822
+175
| +11% | +$41.2K | 0.03% | 379 |
|
|
2022
Q3 | $406K | Buy |
1,647
+237
| +17% | +$58.4K | 0.03% | 374 |
|
|
2022
Q2 | $426K | Buy |
+1,410
| New | +$426K | 0.04% | 307 |
|