IFP Advisors’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 | $68.4K | Buy |
273
+16
| +6% | +$3.98K | ﹤0.01% | 2075 |
|
|
2025
Q4 | $70.7K | Buy |
257
+39
| +18% | +$10.7K | ﹤0.01% | 2000 |
|
|
2025
Q3 | $57.2K | Buy |
218
+108
| +98% | +$26.2K | ﹤0.01% | 2013 |
|
|
2025
Q2 | $39.4K | Sell |
110
-12
| -10% | -$2.56K | ﹤0.01% | 2175 |
|
|
2025
Q1 | $28.2K | Sell |
122
-11
| -8% | -$3.03K | ﹤0.01% | 2149 |
|
|
2024
Q4 | $44.9K | Buy |
133
+80
| +151% | +$25.2K | ﹤0.01% | 1877 |
|
|
2024
Q3 | $15.8K | Sell |
53
-4
| -7% | -$1.23K | ﹤0.01% | 2241 |
|
|
2024
Q2 | $18.7K | Buy |
57
+12
| +27% | +$4.24K | ﹤0.01% | 2117 |
|
|
2024
Q1 | $17.8K | Sell |
45
-18
| -29% | -$6.66K | ﹤0.01% | 2024 |
|
|
2023
Q4 | $22.2K | Buy |
63
+1
| +2% | +$354 | ﹤0.01% | 1863 |
|
|
2023
Q3 | $23.3K | Buy |
62
+22
| +55% | +$8.51K | ﹤0.01% | 1864 |
|
|
2023
Q2 | $15.3K | Buy |
40
+1
| +3% | +$357 | ﹤0.01% | 2134 |
|
|
2023
Q1 | $3.63K | Sell |
39
-135
| -78% | -$39.4K | ﹤0.01% | 2692 |
|
|
2022
Q4 | $27K | Sell |
174
-73
| -30% | -$17.3K | ﹤0.01% | 2682 |
|
|
2022
Q3 | $37K | Buy |
247
+33
| +15% | +$10.1K | ﹤0.01% | 2625 |
|
|
2022
Q2 | $33K | Hold |
214
| – | – | ﹤0.01% | 2473 |
|
|
2022
Q1 | $33K | Sell |
214
-218
| -50% | -$85.3K | ﹤0.01% | 2473 |
|
|
2021
Q4 | $202K | Buy |
432
+170
| +65% | +$73.2K | ﹤0.01% | 946 |
|
|
2021
Q3 | $110K | Buy |
262
+94
| +56% | +$39.6K | ﹤0.01% | 1247 |
|
|
2021
Q2 | $60K | Sell |
168
-78
| -32% | -$25.8K | ﹤0.01% | 1450 |
|
|
2021
Q1 | $70K | Buy |
246
+63
| +34% | +$18K | ﹤0.01% | 1317 |
|
|
2020
Q4 | $51K | Buy |
183
+79
| +76% | +$22.2K | ﹤0.01% | 1436 |
|
|
2020
Q3 | $29K | Buy |
104
+51
| +96% | +$13.5K | ﹤0.01% | 1495 |
|
|
2020
Q2 | $12K | Buy |
+53
| New | +$10.4K | ﹤0.01% | 1764 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3753 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3677 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3709 |
|
|
2019
Q1 | – | Sell |
-565
| Closed | -$54K | – | 3490 |
|
|
2018
Q4 | $54K | Hold |
565
| – | – | ﹤0.01% | 1571 |
|
|
2018
Q3 | $70K | Buy |
565
+431
| +322% | +$48.3K | ﹤0.01% | 1698 |
|
|
2018
Q2 | $13K | Sell |
134
-51
| -28% | -$4.7K | ﹤0.01% | 2755 |
|
|
2018
Q1 | $18K | Hold |
185
| – | – | ﹤0.01% | 2463 |
|
|
2017
Q4 | $18K | Buy |
185
+14
| +8% | +$1.37K | ﹤0.01% | 2499 |
|
|
2017
Q3 | $16K | Sell |
171
-40
| -19% | -$3.62K | ﹤0.01% | 2766 |
|
|
2017
Q2 | $20K | Sell |
211
-104
| -33% | -$9.57K | ﹤0.01% | 2596 |
|
|
2017
Q1 | $26K | Sell |
315
-224
| -42% | -$18.7K | ﹤0.01% | 2339 |
|
|
2016
Q4 | $46K | Buy |
539
+6
| +1% | +$472 | ﹤0.01% | 1941 |
|
|
2016
Q3 | $40K | Buy |
533
+152
| +40% | +$12.1K | ﹤0.01% | 1965 |
|
|
2016
Q2 | $29K | Buy |
+381
| New | +$27.7K | ﹤0.01% | 2114 |
|
|
2016
Q1 | – | Sell |
-315
| Closed | -$19K | – | 3476 |
|
|
2015
Q4 | $19K | Buy |
+315
| New | +$19K | ﹤0.01% | 2200 |
|
Other funds holding WST
VCM
VPM
GIM
