Elevated Capital Advisors’s West Pharmaceutical WST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$353K	Buy	1,407 +223	+19%	+$55.5K	0.09%	207
2025 Q4	$326K	Sell	1,184 -204	-15%	-$55.8K	0.08%	229
2025 Q3	$364K	Sell	1,388 -72	-5%	-$17.5K	0.09%	225
2025 Q2	$327K	Hold	1,460	–	–	0.09%	218
2025 Q1	$327K	Buy	1,460 +65	+5%	+$17.9K	0.09%	218
2024 Q4	$457K	Buy	1,395 +94	+7%	+$29.6K	0.12%	200
2024 Q3	$391K	Buy	1,301 +105	+9%	+$32.2K	0.1%	225
2024 Q2	$394K	Buy	1,196 +163	+16%	+$57.6K	0.11%	187
2024 Q1	$409K	Buy	1,033 +62	+6%	+$22.9K	0.12%	143
2023 Q4	$342K	Buy	971 +64	+7%	+$22.6K	0.11%	151
2023 Q3	$340K	Sell	907 -30	-3%	-$11.6K	0.12%	144
2023 Q2	$358K	Buy	937 +20	+2%	+$7.14K	0.12%	151
2023 Q1	$318K	Sell	917 -39	-4%	-$11.4K	0.11%	148
2022 Q4	$225K	Buy	+956	New	+$227K	0.09%	150