Frank Rimerman Advisors’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,835
| Closed | -$851K | – | 567 |
|
|
2024
Q3 | $851K | Sell |
2,835
-24
| -0.8% | -$7.2K | 0.06% | 243 |
|
|
2024
Q2 | $942K | Buy |
+2,859
| New | +$942K | 0.07% | 231 |
|
|
2022
Q2 | – | Sell |
-2,499
| Closed | -$1.03M | – | 130 |
|
|
2022
Q1 | $1.03M | Hold |
2,499
| – | – | 0.33% | 40 |
|
|
2021
Q4 | $1.17M | Buy |
2,499
+452
| +22% | +$212K | 0.39% | 39 |
|
|
2021
Q3 | $869K | Buy |
+2,047
| New | +$869K | 0.34% | 41 |
|