JFS Wealth Advisors’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 | $1.31K | Sell |
6
-5
| -45% | -$1.09K | ﹤0.01% | 1502 |
|
|
2025
Q1 | $2.46K | Sell |
11
-21
| -66% | -$4.7K | ﹤0.01% | 1394 |
|
|
2024
Q4 | $10.5K | Hold |
32
| – | – | ﹤0.01% | 836 |
|
|
2024
Q3 | $9.61K | Sell |
32
-3
| -9% | -$901 | ﹤0.01% | 871 |
|
|
2024
Q2 | $11.5K | Sell |
35
-1
| -3% | -$329 | ﹤0.01% | 751 |
|
|
2024
Q1 | $14.2K | Buy |
36
+9
| +33% | +$3.56K | ﹤0.01% | 707 |
|
|
2023
Q4 | $9.51K | Sell |
27
-3
| -10% | -$1.06K | ﹤0.01% | 790 |
|
|
2023
Q3 | $11.3K | Hold |
30
| – | – | ﹤0.01% | 691 |
|
|
2023
Q2 | $11.5K | Hold |
30
| – | – | ﹤0.01% | 691 |
|
|
2023
Q1 | $10.4K | Buy |
30
+6
| +25% | +$2.08K | ﹤0.01% | 707 |
|
|
2022
Q4 | $5.65K | Buy |
24
+7
| +41% | +$1.65K | ﹤0.01% | 946 |
|
|
2022
Q3 | $4K | Sell |
17
-21
| -55% | -$4.94K | ﹤0.01% | 1115 |
|
|
2022
Q2 | $11K | Buy |
38
+16
| +73% | +$4.63K | ﹤0.01% | 749 |
|
|
2022
Q1 | $9K | Buy |
22
+13
| +144% | +$5.32K | ﹤0.01% | 843 |
|
|
2021
Q4 | $4K | Buy |
+9
| New | +$4K | ﹤0.01% | 894 |
|
|
2018
Q2 | – | Sell |
-28
| Closed | -$2K | – | 548 |
|
|
2018
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 488 |
|
|
2017
Q4 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 473 |
|