Icon Wealth Advisors’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Sell |
463
-85
| -16% | -$18.6K | 0.01% | 505 |
|
|
2025
Q1 | $123K | Sell |
548
-550
| -50% | -$123K | 0.01% | 443 |
|
|
2024
Q4 | $360K | Sell |
1,098
-96
| -8% | -$31.5K | 0.03% | 268 |
|
|
2024
Q3 | $358K | Sell |
1,194
-560
| -32% | -$168K | 0.03% | 259 |
|
|
2024
Q2 | $537K | Sell |
1,754
-383
| -18% | -$117K | 0.05% | 200 |
|
|
2024
Q1 | $846K | Sell |
2,137
-213
| -9% | -$84.3K | 0.08% | 147 |
|
|
2023
Q4 | $828K | Buy |
+2,350
| New | +$828K | 0.09% | 141 |
|
|
2022
Q4 | $681K | Sell |
2,894
-222
| -7% | -$52.2K | 0.08% | 166 |
|
|
2022
Q3 | $767K | Buy |
+3,116
| New | +$767K | 0.09% | 158 |
|