KPWG
KFA Private Wealth Group’s West Pharmaceutical WST Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $328K | Hold |
1,500
| – | – | 0.1% | 97 |
|
2025
Q1 | $336K | Hold |
1,500
| – | – | 0.12% | 78 |
|
2024
Q4 | $491K | Hold |
1,500
| – | – | 0.21% | 48 |
|
2024
Q3 | $450K | Hold |
1,500
| – | – | 0.21% | 44 |
|
2024
Q2 | $494K | Hold |
1,500
| – | – | 0.26% | 44 |
|
2024
Q1 | $594K | Hold |
1,500
| – | – | 0.18% | 51 |
|
2023
Q4 | $528K | Hold |
1,500
| – | – | 0.19% | 45 |
|
2023
Q3 | $563K | Hold |
1,500
| – | – | 0.23% | 39 |
|
2023
Q2 | $574K | Hold |
1,500
| – | – | 0.24% | 39 |
|
2023
Q1 | $520K | Buy |
+1,500
| New | +$520K | 0.24% | 39 |
|