Elevated Capital Advisors’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 | $327K | Hold |
1,460
| – | – | 0.09% | 218 |
|
|
2025
Q1 | $327K | Buy |
1,460
+65
| +5% | +$14.6K | 0.09% | 218 |
|
|
2024
Q4 | $457K | Buy |
1,395
+94
| +7% | +$30.8K | 0.12% | 200 |
|
|
2024
Q3 | $391K | Buy |
1,301
+105
| +9% | +$31.5K | 0.1% | 225 |
|
|
2024
Q2 | $394K | Buy |
1,196
+163
| +16% | +$53.7K | 0.11% | 187 |
|
|
2024
Q1 | $409K | Buy |
1,033
+62
| +6% | +$24.5K | 0.12% | 143 |
|
|
2023
Q4 | $342K | Buy |
971
+64
| +7% | +$22.5K | 0.11% | 151 |
|
|
2023
Q3 | $340K | Sell |
907
-30
| -3% | -$11.3K | 0.12% | 144 |
|
|
2023
Q2 | $358K | Buy |
937
+20
| +2% | +$7.65K | 0.12% | 151 |
|
|
2023
Q1 | $318K | Sell |
917
-39
| -4% | -$13.5K | 0.11% | 148 |
|
|
2022
Q4 | $225K | Buy |
+956
| New | +$225K | 0.09% | 150 |
|