FirstPurpose Wealth’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $396K | Sell |
1,016
-20
| -2% | -$7.8K | 0.14% | 129 |
|
|
2023
Q4 | $365K | Buy |
1,036
+29
| +3% | +$10.2K | 0.14% | 134 |
|
|
2023
Q3 | $378K | Sell |
1,007
-88
| -8% | -$33K | 0.16% | 107 |
|
|
2023
Q2 | $419K | Buy |
1,095
+26
| +2% | +$9.94K | 0.18% | 100 |
|
|
2023
Q1 | $370K | Buy |
1,069
+196
| +22% | +$67.9K | 0.18% | 102 |
|
|
2022
Q4 | $205K | Buy |
+873
| New | +$205K | 0.11% | 171 |
|
|
2022
Q1 | – | Sell |
-432
| Closed | -$203K | – | 164 |
|
|
2021
Q4 | $203K | Buy |
+432
| New | +$203K | 0.13% | 135 |
|