Independent Advisor Alliance’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 | $545K | Buy |
2,493
+96
| +4% | +$21K | 0.02% | 562 |
|
|
2025
Q1 | $537K | Sell |
2,397
-281
| -10% | -$62.9K | 0.02% | 507 |
|
|
2024
Q4 | $877K | Buy |
2,678
+597
| +29% | +$196K | 0.01% | 760 |
|
|
2024
Q3 | $625K | Buy |
2,081
+389
| +23% | +$117K | 0.02% | 413 |
|
|
2024
Q2 | $557K | Buy |
1,692
+83
| +5% | +$27.3K | 0.02% | 437 |
|
|
2024
Q1 | $637K | Buy |
1,609
+364
| +29% | +$144K | 0.02% | 407 |
|
|
2023
Q4 | $438K | Sell |
1,245
-882
| -41% | -$311K | 0.02% | 463 |
|
|
2023
Q3 | $798K | Buy |
2,127
+58
| +3% | +$21.8K | 0.04% | 326 |
|
|
2023
Q2 | $791K | Sell |
2,069
-355
| -15% | -$136K | 0.03% | 337 |
|
|
2023
Q1 | $840K | Buy |
+2,424
| New | +$840K | 0.04% | 312 |
|
|
2022
Q4 | – | Sell |
-1,806
| Closed | -$444K | – | 633 |
|
|
2022
Q3 | $444K | Buy |
1,806
+715
| +66% | +$176K | 0.03% | 400 |
|
|
2022
Q2 | $330K | Buy |
1,091
+93
| +9% | +$28.1K | 0.02% | 465 |
|
|
2022
Q1 | $410K | Buy |
998
+344
| +53% | +$141K | 0.02% | 441 |
|
|
2021
Q4 | $307K | Buy |
+654
| New | +$307K | 0.02% | 516 |
|