Glassman Wealth Services’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-128
| Closed | -$45.1K | – | 1851 |
|
|
2023
Q4 | $45.1K | Buy |
128
+6
| +5% | +$2.11K | 0.01% | 473 |
|
|
2023
Q3 | $45.8K | Sell |
122
-3
| -2% | -$1.13K | 0.01% | 445 |
|
|
2023
Q2 | $47.8K | Hold |
125
| – | – | 0.01% | 418 |
|
|
2023
Q1 | $43.3K | Buy |
125
+6
| +5% | +$2.08K | 0.01% | 440 |
|
|
2022
Q4 | $28K | Buy |
119
+1
| +0.8% | +$235 | 0.01% | 572 |
|
|
2022
Q3 | $29K | Sell |
118
-28
| -19% | -$6.88K | 0.01% | 524 |
|
|
2022
Q2 | $44K | Buy |
146
+49
| +51% | +$14.8K | 0.01% | 426 |
|
|
2022
Q1 | $40K | Buy |
97
+17
| +21% | +$7.01K | 0.01% | 462 |
|
|
2021
Q4 | $38K | Buy |
80
+7
| +10% | +$3.33K | 0.01% | 438 |
|
|
2021
Q3 | $31K | Buy |
73
+4
| +6% | +$1.7K | 0.01% | 470 |
|
|
2021
Q2 | $25K | Buy |
69
+4
| +6% | +$1.45K | 0.01% | 518 |
|
|
2021
Q1 | $18K | Buy |
65
+8
| +14% | +$2.22K | ﹤0.01% | 563 |
|
|
2020
Q4 | $16K | Buy |
57
+12
| +27% | +$3.37K | ﹤0.01% | 601 |
|
|
2020
Q3 | $12K | Buy |
45
+22
| +96% | +$5.87K | ﹤0.01% | 581 |
|
|
2020
Q2 | $5K | Buy |
23
+13
| +130% | +$2.83K | ﹤0.01% | 643 |
|
|
2020
Q1 | $2K | Sell |
10
-28
| -74% | -$5.6K | ﹤0.01% | 766 |
|
|
2019
Q4 | $6K | Buy |
38
+5
| +15% | +$789 | ﹤0.01% | 565 |
|
|
2019
Q3 | $5K | Hold |
33
| – | – | ﹤0.01% | 550 |
|
|
2019
Q2 | $4K | Buy |
33
+3
| +10% | +$364 | ﹤0.01% | 612 |
|
|
2019
Q1 | $3K | Buy |
30
+5
| +20% | +$500 | ﹤0.01% | 653 |
|
|
2018
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 583 |
|
|
2018
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 561 |
|
|
2018
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 593 |
|
|
2018
Q1 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 564 |
|