Evergreen Wealth Solutions’s West Pharmaceutical WST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-814	Closed	-$214K	–	229
2025 Q3	$214K	Buy	+814	New	+$198K	0.12%	116
2025 Q1	–	Sell	-795	Closed	-$260K	–	118
2024 Q4	$260K	Hold	795	–	–	0.18%	89
2024 Q3	$239K	Hold	795	–	–	0.16%	96
2024 Q2	$262K	Hold	795	–	–	0.19%	95
2024 Q1	$315K	Hold	795	–	–	0.23%	87
2023 Q4	$280K	Hold	795	–	–	0.24%	92
2023 Q3	$298K	Hold	795	–	–	0.3%	79
2023 Q2	$304K	Hold	795	–	–	0.31%	79
2023 Q1	$275K	Sell	795 -100	-11%	-$29.2K	0.32%	80
2022 Q4	$211K	Sell	895 -115	-11%	-$27.3K	0.28%	87
2022 Q3	$249K	Hold	1,010	–	–	0.35%	80
2022 Q2	$305K	Hold	1,010	–	–	0.37%	85
2022 Q1	$415K	Sell	1,010 -31	-3%	-$12.1K	0.4%	59
2021 Q4	$488K	Buy	+1,041	New	+$448K	0.44%	51