Foundations Investment Advisors’s West Pharmaceutical WST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.1M Sell
5,031
-9
-0.2% -$1.97K 0.02% 413
2025
Q1
$1.13M Buy
5,040
+34
+0.7% +$7.61K 0.02% 381
2024
Q4
$1.64M Buy
5,006
+5
+0.1% +$1.64K 0.03% 321
2024
Q3
$1.5M Buy
5,001
+5
+0.1% +$1.5K 0.03% 310
2024
Q2
$1.65M Sell
4,996
-42
-0.8% -$13.8K 0.04% 260
2024
Q1
$1.99M Buy
+5,038
New +$1.99M 0.05% 231