Integrated Wealth Concepts’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	$355K	Buy	+1,417	New	+$353K	﹤0.01%	1756
2025 Q4	–	Sell	-1,779	Closed	-$467K	–	2046
2025 Q3	$467K	Sell	1,779 -1,416	-44%	-$344K	﹤0.01%	1387
2025 Q2	$699K	Sell	3,195 -92	-3%	-$19.7K	0.01%	1100
2025 Q1	$736K	Buy	3,287 +844	+35%	+$233K	0.01%	971
2024 Q4	$800K	Sell	2,443 -94	-4%	-$29.6K	0.01%	917
2024 Q3	$761K	Sell	2,537 -206	-8%	-$63.1K	0.01%	914
2024 Q2	$903K	Sell	2,743 -248	-8%	-$87.6K	0.01%	805
2024 Q1	$1.18M	Buy	2,991 +39	+1%	+$14.4K	0.02%	688
2023 Q4	$1.04M	Sell	2,952 -284	-9%	-$101K	0.02%	714
2023 Q3	$1.21M	Sell	3,236 -1,004	-24%	-$388K	0.02%	613
2023 Q2	$1.62M	Buy	+4,240	New	+$1.51M	0.03%	531