Lido Advisors’s West Pharmaceutical WST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$287K Sell
1,312
-1,532
-54% -$335K ﹤0.01% 1226
2025
Q1
$637K Buy
2,844
+87
+3% +$19.5K ﹤0.01% 877
2024
Q4
$903K Sell
2,757
-38
-1% -$12.4K ﹤0.01% 738
2024
Q3
$839K Buy
2,795
+1,803
+182% +$541K ﹤0.01% 717
2024
Q2
$327K Sell
992
-8
-0.8% -$2.64K ﹤0.01% 965
2024
Q1
$396K Buy
1,000
+40
+4% +$15.8K ﹤0.01% 882
2023
Q4
$338K Buy
960
+172
+22% +$60.5K ﹤0.01% 885
2023
Q3
$296K Buy
788
+106
+16% +$39.8K ﹤0.01% 825
2023
Q2
$261K Buy
+682
New +$261K ﹤0.01% 898
2022
Q4
Sell
-1,059
Closed -$260K 902
2022
Q3
$260K Sell
1,059
-1,526
-59% -$375K ﹤0.01% 712
2022
Q2
$781K Buy
2,585
+13
+0.5% +$3.93K 0.01% 362
2022
Q1
$1.06M Buy
2,572
+62
+2% +$25.5K 0.01% 344
2021
Q4
$1.18M Buy
2,510
+409
+19% +$192K 0.01% 346
2021
Q3
$891K Sell
2,101
-159
-7% -$67.4K 0.01% 389
2021
Q2
$812K Sell
2,260
-76
-3% -$27.3K 0.01% 374
2021
Q1
$658K Buy
2,336
+17
+0.7% +$4.79K 0.01% 383
2020
Q4
$656K Sell
2,319
-474
-17% -$134K 0.01% 370
2020
Q3
$768K Buy
2,793
+1,421
+104% +$391K 0.02% 277
2020
Q2
$312K Sell
1,372
-152
-10% -$34.6K 0.01% 381
2020
Q1
$232K Buy
1,524
+91
+6% +$13.9K 0.01% 428
2019
Q4
$215K Buy
+1,433
New +$215K 0.01% 544