Laird Norton Wetherby Wealth Management’s West Pharmaceutical WST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Buy |
+2,444
| New | +$535K | 0.02% | 533 |
|
|
2024
Q4 | $1.03M | Buy |
3,135
+21
| +0.7% | +$6.88K | 0.05% | 333 |
|
|
2024
Q3 | $935K | Sell |
3,114
-126
| -4% | -$37.8K | 0.04% | 378 |
|
|
2024
Q2 | $1.07M | Sell |
3,240
-58
| -2% | -$19.1K | 0.05% | 334 |
|
|
2024
Q1 | $1.31M | Sell |
3,298
-53
| -2% | -$21K | 0.06% | 298 |
|
|
2023
Q4 | $1.18M | Buy |
3,351
+9
| +0.3% | +$3.17K | 0.06% | 317 |
|
|
2023
Q3 | $1.25M | Buy |
3,342
+6
| +0.2% | +$2.25K | 0.07% | 286 |
|
|
2023
Q2 | $1.28M | Sell |
3,336
-15
| -0.4% | -$5.74K | 0.07% | 287 |
|
|
2023
Q1 | $1.16M | Buy |
3,351
+183
| +6% | +$63.4K | 0.07% | 304 |
|
|
2022
Q4 | $746K | Buy |
3,168
+381
| +14% | +$89.7K | 0.05% | 393 |
|
|
2022
Q3 | $686K | Sell |
2,787
-341
| -11% | -$83.9K | 0.05% | 384 |
|
|
2022
Q2 | $946K | Buy |
3,128
+2,306
| +281% | +$697K | 0.06% | 309 |
|
|
2022
Q1 | $338K | Buy |
822
+44
| +6% | +$18.1K | 0.02% | 671 |
|
|
2021
Q4 | $365K | Buy |
778
+109
| +16% | +$51.1K | 0.02% | 636 |
|
|
2021
Q3 | $284K | Buy |
669
+26
| +4% | +$11K | 0.02% | 712 |
|
|
2021
Q2 | $231K | Buy |
+643
| New | +$231K | 0.01% | 798 |
|
|
2020
Q1 | – | Sell |
-2,272
| Closed | -$342K | – | 750 |
|
|
2019
Q4 | $342K | Buy |
2,272
+79
| +4% | +$11.9K | 0.03% | 499 |
|
|
2019
Q3 | $311K | Sell |
2,193
-40
| -2% | -$5.67K | 0.03% | 535 |
|
|
2019
Q2 | $279K | Hold |
2,233
| – | – | 0.03% | 563 |
|
|
2019
Q1 | $246K | Sell |
2,233
-15
| -0.7% | -$1.65K | 0.03% | 564 |
|
|
2018
Q4 | $220K | Hold |
2,248
| – | – | 0.03% | 560 |
|
|
2018
Q3 | $278K | Hold |
2,248
| – | – | 0.03% | 516 |
|
|
2018
Q2 | $223K | Buy |
+2,248
| New | +$223K | 0.03% | 571 |
|
|
2018
Q1 | – | Sell |
-2,082
| Closed | -$205K | – | 695 |
|
|
2017
Q4 | $205K | Hold |
2,082
| – | – | 0.03% | 596 |
|
|
2017
Q3 | $200K | Buy |
+2,082
| New | +$200K | 0.03% | 576 |
|