FAM
Formidable Asset Management’s West Pharmaceutical WST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,067
| Closed | -$677K | – | 406 |
|
|
2024
Q4 | $677K | Buy |
2,067
+55
| +3% | +$18K | 0.11% | 179 |
|
|
2024
Q3 | $604K | Sell |
2,012
-120
| -6% | -$36K | 0.1% | 195 |
|
|
2024
Q2 | $702K | Buy |
2,132
+65
| +3% | +$21.4K | 0.11% | 176 |
|
|
2024
Q1 | $818K | Buy |
+2,067
| New | +$818K | 0.13% | 158 |
|
|
2023
Q4 | – | Sell |
-2,225
| Closed | -$835K | – | 316 |
|
|
2023
Q3 | $835K | Buy |
2,225
+144
| +7% | +$54K | 0.18% | 101 |
|
|
2023
Q2 | $796K | Buy |
2,081
+956
| +85% | +$366K | 0.17% | 111 |
|
|
2023
Q1 | $390K | Sell |
1,125
-745
| -40% | -$258K | 0.08% | 198 |
|
|
2022
Q4 | $440K | Hold |
1,870
| – | – | 0.1% | 179 |
|
|
2022
Q3 | $460K | Buy |
1,870
+44
| +2% | +$10.8K | 0.11% | 169 |
|
|
2022
Q2 | $552K | Sell |
1,826
-710
| -28% | -$215K | 0.12% | 154 |
|
|
2022
Q1 | $1.04M | Buy |
2,536
+158
| +7% | +$64.9K | 0.2% | 95 |
|
|
2021
Q4 | $1.12M | Buy |
2,378
+237
| +11% | +$111K | 0.21% | 90 |
|
|
2021
Q3 | $909K | Buy |
+2,141
| New | +$909K | 0.17% | 112 |
|