Endowment 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 | $2.89M | Buy |
13,196
+13
| +0.1% | +$2.84K | 1.49% | 16 |
|
|
2025
Q1 | $2.95M | Sell |
13,183
-967
| -7% | -$216K | 1.9% | 12 |
|
|
2024
Q4 | $4.63M | Buy |
14,150
+10
| +0.1% | +$3.28K | 3.11% | 5 |
|
|
2024
Q3 | $4.24M | Buy |
14,140
+10
| +0.1% | +$3K | 2.79% | 8 |
|
|
2024
Q2 | $4.65M | Buy |
14,130
+7
| +0% | +$2.31K | 3.39% | 5 |
|
|
2024
Q1 | $5.59M | Buy |
14,123
+8
| +0.1% | +$3.17K | 4.18% | 5 |
|
|
2023
Q4 | $4.97M | Buy |
14,115
+8
| +0.1% | +$2.82K | 4.13% | 3 |
|
|
2023
Q3 | $5.29M | Buy |
14,107
+7
| +0% | +$2.63K | 4.75% | 3 |
|
|
2023
Q2 | $5.39M | Buy |
14,100
+8
| +0.1% | +$3.06K | 4.94% | 3 |
|
|
2023
Q1 | $4.88M | Sell |
14,092
-1,564
| -10% | -$542K | 4.91% | 3 |
|
|
2022
Q4 | $3.68M | Buy |
15,656
+12
| +0.1% | +$2.82K | 4.06% | 4 |
|
|
2022
Q3 | $3.85M | Buy |
15,644
+8
| +0.1% | +$1.97K | 4.67% | 4 |
|
|
2022
Q2 | $4.73M | Buy |
15,636
+9
| +0.1% | +$2.72K | 5.7% | 3 |
|
|
2022
Q1 | $6.42M | Buy |
15,627
+52
| +0.3% | +$21.4K | 6.75% | 2 |
|
|
2021
Q4 | $7.31M | Buy |
+15,575
| New | +$7.31M | 7.39% | 2 |
|