Geneos Wealth 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 | $1K | Sell |
4
-176
| -98% | -$43.8K | ﹤0.01% | 2403 |
|
|
2025
Q4 | $49.5K | Sell |
180
-26
| -13% | -$7.11K | ﹤0.01% | 1399 |
|
|
2025
Q3 | $54K | Sell |
206
-10
| -5% | -$2.43K | ﹤0.01% | 1356 |
|
|
2025
Q2 | $47.3K | Sell |
216
-235
| -52% | -$50.2K | ﹤0.01% | 1602 |
|
|
2025
Q1 | $101K | Buy |
451
+243
| +117% | +$67K | ﹤0.01% | 1568 |
|
|
2024
Q4 | $68.1K | Hold |
208
| – | – | ﹤0.01% | 1197 |
|
|
2024
Q3 | $62.4K | Buy |
208
+32
| +18% | +$9.8K | ﹤0.01% | 1118 |
|
|
2024
Q2 | $58K | Hold |
176
| – | – | ﹤0.01% | 1021 |
|
|
2024
Q1 | $69.6K | Hold |
176
| – | – | ﹤0.01% | 959 |
|
|
2023
Q4 | $62K | Hold |
176
| – | – | ﹤0.01% | 994 |
|
|
2023
Q3 | $66K | Hold |
176
| – | – | ﹤0.01% | 997 |
|
|
2023
Q2 | $67.3K | Sell |
176
-125
| -42% | -$44.7K | ﹤0.01% | 988 |
|
|
2023
Q1 | $104K | Hold |
301
| – | – | 0.01% | 833 |
|
|
2022
Q4 | $70.8K | Hold |
301
| – | – | ﹤0.01% | 930 |
|
|
2022
Q3 | $74K | Sell |
301
-1,516
| -83% | -$462K | 0.01% | 894 |
|
|
2022
Q2 | $559K | Hold |
1,817
| – | – | 0.03% | 464 |
|
|
2022
Q1 | $746K | Hold |
1,817
| – | – | 0.03% | 438 |
|
|
2021
Q4 | $852K | Sell |
1,817
-82
| -4% | -$35.3K | 0.03% | 444 |
|
|
2021
Q3 | $797K | Sell |
1,899
-50
| -3% | -$21.1K | 0.03% | 448 |
|
|
2021
Q2 | $712K | Sell |
1,949
-296
| -13% | -$97.8K | 0.03% | 462 |
|
|
2021
Q1 | $737K | Sell |
2,245
-39
| -2% | -$11.2K | 0.02% | 524 |
|
|
2020
Q4 | $550K | Buy |
2,284
+319
| +16% | +$89.5K | 0.02% | 515 |
|
|
2020
Q3 | $529K | Buy |
1,965
+383
| +24% | +$101K | 0.03% | 415 |
|
|
2020
Q2 | $351K | Hold |
1,582
| – | – | 0.02% | 498 |
|
|
2020
Q1 | $223K | Hold |
1,582
| – | – | 0.02% | 580 |
|
|
2019
Q4 | $238K | Hold |
1,582
| – | – | 0.01% | 636 |
|
|
2019
Q3 | $222K | Hold |
1,582
| – | – | 0.01% | 622 |
|
|
2019
Q2 | $197K | Hold |
1,582
| – | – | 0.01% | 669 |
|
|
2019
Q1 | $174K | Hold |
1,582
| – | – | 0.01% | 691 |
|
|
2018
Q4 | $152K | Hold |
1,582
| – | – | 0.01% | 687 |
|
|
2018
Q3 | $195K | Hold |
1,582
| – | – | 0.01% | 653 |
|
|
2018
Q2 | $157K | Hold |
1,582
| – | – | 0.01% | 628 |
|
|
2018
Q1 | $139K | Hold |
1,582
| – | – | 0.01% | 644 |
|
|
2017
Q4 | $156K | Hold |
1,582
| – | – | 0.01% | 607 |
|
|
2017
Q3 | $152K | Hold |
1,582
| – | – | 0.02% | 593 |
|
|
2017
Q2 | $149K | Hold |
1,582
| – | – | 0.02% | 578 |
|
|
2017
Q1 | $129K | Hold |
1,582
| – | – | 0.01% | 591 |
|
|
2016
Q4 | $134K | Hold |
1,582
| – | – | 0.02% | 544 |
|
|
2016
Q3 | $117K | Buy |
1,582
+82
| +5% | +$6.51K | 0.02% | 563 |
|
|
2016
Q2 | $114K | Hold |
1,500
| – | – | 0.02% | 559 |
|
|
2016
Q1 | $105K | Buy |
+1,500
| New | +$90.2K | 0.02% | 565 |
|
Other funds holding WST
VCM
VPM
GIM
