EWS
Evergreen Wealth Solutions’s West Pharmaceutical WST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$34.6K | 0.32% | 80 |
|
|
2022
Q4 | $211K | Sell |
895
-115
| -11% | -$27.1K | 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% | -$12.7K | 0.4% | 59 |
|
|
2021
Q4 | $488K | Buy |
+1,041
| New | +$488K | 0.44% | 51 |
|