Lifeworks Advisors’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,090
| Closed | -$384K | – | 234 |
|
|
2023
Q4 | $384K | Sell |
1,090
-6
| -0.5% | -$2.11K | 0.13% | 140 |
|
|
2023
Q3 | $411K | Sell |
1,096
-407
| -27% | -$153K | 0.16% | 130 |
|
|
2023
Q2 | $575K | Sell |
1,503
-123
| -8% | -$47K | 0.24% | 98 |
|
|
2023
Q1 | $563K | Sell |
1,626
-15
| -0.9% | -$5.2K | 0.27% | 98 |
|
|
2022
Q4 | $386K | Sell |
1,641
-660
| -29% | -$155K | 0.22% | 92 |
|
|
2022
Q3 | $529K | Sell |
2,301
-2,393
| -51% | -$550K | 0.3% | 86 |
|
|
2022
Q2 | $1.42M | Buy |
4,694
+1,228
| +35% | +$371K | 0.9% | 30 |
|
|
2022
Q1 | $1.42M | Sell |
3,466
-46
| -1% | -$18.9K | 0.94% | 31 |
|
|
2021
Q4 | $1.65M | Buy |
+3,512
| New | +$1.65M | 1.31% | 21 |
|