JNBA Financial Advisors’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	$7.52K	Buy	30 +22	+275%	+$5.47K	﹤0.01%	531
2025 Q4	$2.2K	Hold	8	–	–	﹤0.01%	665
2025 Q3	$2.1K	Hold	8	–	–	﹤0.01%	600
2025 Q2	$1.75K	Hold	8	–	–	﹤0.01%	605
2025 Q1	$1.79K	Hold	8	–	–	﹤0.01%	602
2024 Q4	$2.62K	Hold	8	–	–	﹤0.01%	579
2024 Q3	$2.4K	Hold	8	–	–	﹤0.01%	591
2024 Q2	$2.64K	Hold	8	–	–	﹤0.01%	564
2024 Q1	$3.17K	Hold	8	–	–	﹤0.01%	571
2023 Q4	$2.82K	Hold	8	–	–	﹤0.01%	587
2023 Q3	$3K	Hold	8	–	–	﹤0.01%	594
2023 Q2	$3.06K	Sell	8 -9	-53%	-$3.21K	﹤0.01%	589
2023 Q1	$5.89K	Buy	+17	New	+$4.97K	﹤0.01%	532
2022 Q4	–	Sell	-4	Closed	-$1K	–	705
2022 Q3	$1K	Buy	+4	New	+$1.22K	﹤0.01%	671
2022 Q1	–	Sell	-16	Closed	-$8K	–	863
2021 Q4	$8K	Buy	+16	New	+$6.89K	﹤0.01%	551