J.P. Morgan Private Wealth Advisors’s West Pharmaceutical WST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,213
| Closed | -$767K | – | 1926 |
|
|
2023
Q1 | $767K | Sell |
2,213
-475
| -18% | -$165K | ﹤0.01% | 1291 |
|
|
2022
Q4 | $633K | Sell |
2,688
-5,564
| -67% | -$1.31M | ﹤0.01% | 1364 |
|
|
2022
Q3 | $2.03M | Buy |
8,252
+227
| +3% | +$55.9K | 0.01% | 833 |
|
|
2022
Q2 | $2.43M | Sell |
8,025
-3,123
| -28% | -$944K | 0.01% | 781 |
|
|
2022
Q1 | $4.58M | Sell |
11,148
-239
| -2% | -$98.2K | 0.01% | 644 |
|
|
2021
Q4 | $5.34M | Buy |
11,387
+999
| +10% | +$469K | 0.01% | 592 |
|
|
2021
Q3 | $4.41M | Buy |
10,388
+856
| +9% | +$363K | 0.01% | 622 |
|
|
2021
Q2 | $3.42M | Buy |
9,532
+3,124
| +49% | +$1.12M | 0.01% | 692 |
|
|
2021
Q1 | $1.81M | Sell |
6,408
-926
| -13% | -$261K | 0.01% | 806 |
|
|
2020
Q4 | $2.08M | Buy |
7,334
+1,004
| +16% | +$284K | 0.01% | 715 |
|
|
2020
Q3 | $1.74M | Buy |
6,330
+2,922
| +86% | +$803K | 0.01% | 687 |
|
|
2020
Q2 | $774K | Sell |
3,408
-352
| -9% | -$79.9K | ﹤0.01% | 902 |
|
|
2020
Q1 | $572K | Buy |
+3,760
| New | +$572K | ﹤0.01% | 886 |
|
|
2019
Q2 | – | Sell |
-1,822
| Closed | -$201K | – | 1464 |
|
|
2019
Q1 | $201K | Sell |
1,822
-324
| -15% | -$35.7K | ﹤0.01% | 1376 |
|
|
2018
Q4 | $210K | Buy |
2,146
+7
| +0.3% | +$685 | ﹤0.01% | 1326 |
|
|
2018
Q3 | $264K | Sell |
2,139
-56
| -3% | -$6.91K | ﹤0.01% | 1362 |
|
|
2018
Q2 | $218K | Sell |
2,195
-297
| -12% | -$29.5K | ﹤0.01% | 1333 |
|
|
2018
Q1 | $220K | Buy |
2,492
+347
| +16% | +$30.6K | ﹤0.01% | 1157 |
|
|
2017
Q4 | $211K | Buy |
+2,145
| New | +$211K | ﹤0.01% | 1171 |
|
|
2017
Q2 | – | Sell |
-2,590
| Closed | -$212K | – | 1354 |
|
|
2017
Q1 | $212K | Buy |
+2,590
| New | +$212K | ﹤0.01% | 1217 |
|
|
2014
Q2 | – | Sell |
-6,152
| Closed | -$271K | – | 925 |
|
|
2014
Q1 | $271K | Buy |
+6,152
| New | +$271K | 0.01% | 742 |
|