Independent Advisor Alliance’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	$564K	Buy	2,251 +28	+1%	+$6.97K	0.01%	1064
2025 Q4	$612K	Sell	2,223 -280	-11%	-$76.6K	0.01%	590
2025 Q3	$657K	Buy	2,503 +10	+0.4%	+$2.43K	0.02%	546
2025 Q2	$545K	Buy	2,493 +96	+4%	+$20.5K	0.02%	562
2025 Q1	$537K	Sell	2,397 -281	-10%	-$77.4K	0.02%	507
2024 Q4	$877K	Buy	2,678 +597	+29%	+$188K	0.01%	760
2024 Q3	$625K	Buy	2,081 +389	+23%	+$119K	0.02%	413
2024 Q2	$557K	Buy	1,692 +83	+5%	+$29.3K	0.02%	437
2024 Q1	$637K	Buy	1,609 +364	+29%	+$135K	0.02%	407
2023 Q4	$438K	Sell	1,245 -882	-41%	-$312K	0.02%	463
2023 Q3	$798K	Buy	2,127 +58	+3%	+$22.4K	0.04%	326
2023 Q2	$791K	Sell	2,069 -355	-15%	-$127K	0.03%	337
2023 Q1	$840K	Buy	+2,424	New	+$708K	0.04%	312
2022 Q4	–	Sell	-1,806	Closed	-$444K	–	634
2022 Q3	$444K	Buy	1,806 +715	+66%	+$218K	0.03%	400
2022 Q2	$330K	Buy	1,091 +93	+9%	+$30.3K	0.02%	465
2022 Q1	$410K	Buy	998 +344	+53%	+$135K	0.02%	441
2021 Q4	$307K	Buy	+654	New	+$282K	0.02%	517