LWAM
Legacy Wealth Asset Management’s West Pharmaceutical WST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-813
| Closed | -$266K | – | 365 |
|
|
2024
Q4 | $266K | Sell |
813
-23
| -3% | -$7.53K | 0.07% | 320 |
|
|
2024
Q3 | $251K | Buy |
836
+13
| +2% | +$3.9K | 0.07% | 325 |
|
|
2024
Q2 | $271K | Buy |
823
+22
| +3% | +$7.25K | 0.08% | 306 |
|
|
2024
Q1 | $317K | Buy |
801
+2
| +0.3% | +$791 | 0.09% | 292 |
|
|
2023
Q4 | $281K | Buy |
799
+2
| +0.3% | +$704 | 0.09% | 299 |
|
|
2023
Q3 | $299K | Sell |
797
-18
| -2% | -$6.75K | 0.11% | 279 |
|
|
2023
Q2 | $312K | Buy |
815
+10
| +1% | +$3.83K | 0.11% | 284 |
|
|
2023
Q1 | $279K | Buy |
+805
| New | +$279K | 0.1% | 296 |
|
|
2022
Q4 | – | Sell |
-877
| Closed | -$216K | – | 348 |
|
|
2022
Q3 | $216K | Buy |
877
+9
| +1% | +$2.22K | 0.09% | 299 |
|
|
2022
Q2 | $262K | Sell |
868
-1
| -0.1% | -$302 | 0.11% | 250 |
|
|
2022
Q1 | $357K | Buy |
869
+6
| +0.7% | +$2.47K | 0.13% | 229 |
|
|
2021
Q4 | $405K | Sell |
863
-24
| -3% | -$11.3K | 0.14% | 225 |
|
|
2021
Q3 | $377K | Sell |
887
-25
| -3% | -$10.6K | 0.17% | 214 |
|
|
2021
Q2 | $327K | Sell |
912
-42
| -4% | -$15.1K | 0.15% | 237 |
|
|
2021
Q1 | $269K | Sell |
954
-6
| -0.6% | -$1.69K | 0.12% | 253 |
|
|
2020
Q4 | $272K | Buy |
+960
| New | +$272K | 0.14% | 244 |
|