Lido 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 | $1.03M | Buy |
4,094
+2,671
| +188% | +$665K | ﹤0.01% | 953 |
|
|
2025
Q4 | $378K | Buy |
1,423
+26
| +2% | +$7.11K | ﹤0.01% | 1446 |
|
|
2025
Q3 | $367K | Buy |
1,397
+85
| +6% | +$20.7K | ﹤0.01% | 1389 |
|
|
2025
Q2 | $287K | Sell |
1,312
-1,532
| -54% | -$327K | ﹤0.01% | 1365 |
|
|
2025
Q1 | $637K | Buy |
2,844
+87
| +3% | +$24K | ﹤0.01% | 940 |
|
|
2024
Q4 | $903K | Sell |
2,757
-38
| -1% | -$12K | 0.01% | 798 |
|
|
2024
Q3 | $839K | Buy |
2,795
+1,803
| +182% | +$552K | 0.01% | 785 |
|
|
2024
Q2 | $327K | Sell |
992
-8
| -0.8% | -$2.83K | ﹤0.01% | 1078 |
|
|
2024
Q1 | $396K | Buy |
1,000
+40
| +4% | +$14.8K | ﹤0.01% | 971 |
|
|
2023
Q4 | $338K | Buy |
960
+172
| +22% | +$60.9K | ﹤0.01% | 985 |
|
|
2023
Q3 | $296K | Buy |
788
+106
| +16% | +$41K | ﹤0.01% | 921 |
|
|
2023
Q2 | $261K | Buy |
+682
| New | +$244K | ﹤0.01% | 1003 |
|
|
2022
Q4 | – | Sell |
-1,059
| Closed | -$260K | – | 1094 |
|
|
2022
Q3 | $260K | Sell |
1,059
-1,526
| -59% | -$465K | 0.01% | 811 |
|
|
2022
Q2 | $781K | Buy |
2,585
+13
| +0.5% | +$4.23K | 0.02% | 407 |
|
|
2022
Q1 | $1.06M | Buy |
2,572
+62
| +2% | +$24.3K | 0.02% | 385 |
|
|
2021
Q4 | $1.18M | Buy |
2,510
+409
| +19% | +$176K | 0.02% | 388 |
|
|
2021
Q3 | $891K | Sell |
2,101
-159
| -7% | -$67K | 0.02% | 436 |
|
|
2021
Q2 | $812K | Sell |
2,260
-76
| -3% | -$25.1K | 0.02% | 425 |
|
|
2021
Q1 | $658K | Buy |
2,336
+17
| +0.7% | +$4.87K | 0.02% | 429 |
|
|
2020
Q4 | $656K | Sell |
2,319
-474
| -17% | -$133K | 0.02% | 413 |
|
|
2020
Q3 | $768K | Buy |
2,793
+1,421
| +104% | +$376K | 0.03% | 310 |
|
|
2020
Q2 | $312K | Sell |
1,372
-152
| -10% | -$29.9K | 0.02% | 438 |
|
|
2020
Q1 | $232K | Buy |
1,524
+91
| +6% | +$14K | 0.02% | 481 |
|
|
2019
Q4 | $215K | Buy |
+1,433
| New | +$209K | 0.01% | 607 |
|
Other funds holding WST
VCM
VPM
GIM
