Forum Financial Management’s West Pharmaceutical WST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,414	Closed	-$389K	–	997
2025 Q4	$389K	Buy	1,414 +10	+0.7%	+$2.73K	0.01%	614
2025 Q3	$368K	Buy	1,404 +203	+17%	+$49.3K	0.01%	621
2025 Q2	$263K	Hold	1,201	–	–	﹤0.01%	742
2025 Q1	$269K	Buy	+1,201	New	+$331K	﹤0.01%	650
2024 Q2	–	Sell	-605	Closed	-$239K	–	778
2024 Q1	$239K	Hold	605	–	–	﹤0.01%	615
2023 Q4	$213K	Hold	605	–	–	﹤0.01%	620
2023 Q3	$227K	Hold	605	–	–	0.01%	538
2023 Q2	$231K	Buy	605 +5	+0.8%	+$1.79K	0.01%	549
2023 Q1	$208K	Buy	+600	New	+$175K	0.01%	553
2022 Q2	–	Sell	-600	Closed	-$246K	–	668
2022 Q1	$246K	Hold	600	–	–	0.01%	480
2021 Q4	$281K	Buy	+600	New	+$258K	0.01%	447