Endowment Wealth Management’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	$3.32M	Buy	13,231 +12	+0.1%	+$2.99K	1.47%	20
2025 Q4	$3.64M	Buy	13,219 +11	+0.1%	+$3.01K	1.67%	15
2025 Q3	$3.46M	Buy	13,208 +12	+0.1%	+$2.92K	1.57%	17
2025 Q2	$2.89M	Buy	13,196 +13	+0.1%	+$2.78K	1.49%	16
2025 Q1	$2.95M	Sell	13,183 -967	-7%	-$267K	1.9%	12
2024 Q4	$4.63M	Buy	14,150 +10	+0.1%	+$3.15K	3.11%	5
2024 Q3	$4.24M	Buy	14,140 +10	+0.1%	+$3.06K	2.79%	8
2024 Q2	$4.65M	Buy	14,130 +7	+0%	+$2.47K	3.39%	5
2024 Q1	$5.59M	Buy	14,123 +8	+0.1%	+$2.96K	4.18%	5
2023 Q4	$4.97M	Buy	14,115 +8	+0.1%	+$2.83K	4.13%	3
2023 Q3	$5.29M	Buy	14,107 +7	+0%	+$2.71K	4.75%	3
2023 Q2	$5.39M	Buy	14,100 +8	+0.1%	+$2.86K	4.94%	3
2023 Q1	$4.88M	Sell	14,092 -1,564	-10%	-$457K	4.91%	3
2022 Q4	$3.68M	Buy	15,656 +12	+0.1%	+$2.84K	4.06%	4
2022 Q3	$3.85M	Buy	15,644 +8	+0.1%	+$2.44K	4.67%	4
2022 Q2	$4.73M	Buy	15,636 +9	+0.1%	+$2.93K	5.7%	3
2022 Q1	$6.42M	Buy	15,627 +52	+0.3%	+$20.4K	6.75%	2
2021 Q4	$7.3M	Buy	+15,575	New	+$6.7M	7.39%	2