Forum Financial Management’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Hold |
1,201
| – | – | ﹤0.01% | 741 |
|
|
2025
Q1 | $269K | Buy |
+1,201
| New | +$269K | ﹤0.01% | 649 |
|
|
2024
Q2 | – | Sell |
-605
| Closed | -$239K | – | 777 |
|
|
2024
Q1 | $239K | Hold |
605
| – | – | ﹤0.01% | 614 |
|
|
2023
Q4 | $213K | Hold |
605
| – | – | ﹤0.01% | 619 |
|
|
2023
Q3 | $227K | Hold |
605
| – | – | 0.01% | 537 |
|
|
2023
Q2 | $231K | Buy |
605
+5
| +0.8% | +$1.91K | 0.01% | 549 |
|
|
2023
Q1 | $208K | Buy |
+600
| New | +$208K | 0.01% | 553 |
|
|
2022
Q2 | – | Sell |
-600
| Closed | -$246K | – | 667 |
|
|
2022
Q1 | $246K | Hold |
600
| – | – | 0.01% | 480 |
|
|
2021
Q4 | $281K | Buy |
+600
| New | +$281K | 0.01% | 446 |
|