Mark Sheptoff Financial Planning’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	–	Sell	-138	Closed	-$38K	–	579
2025 Q4	$38K	Hold	138	–	–	0.02%	213
2025 Q3	$36.2K	Hold	138	–	–	0.02%	217
2025 Q2	$30.2K	Hold	138	–	–	0.02%	227
2025 Q1	$30.9K	Hold	138	–	–	0.02%	207
2024 Q4	$45.2K	Hold	138	–	–	0.02%	184
2024 Q3	$41.4K	Hold	138	–	–	0.02%	180
2024 Q2	$45.5K	Hold	138	–	–	0.03%	184
2024 Q1	$54.6K	Hold	138	–	–	0.03%	165
2023 Q4	$48.6K	Hold	138	–	–	0.03%	163
2023 Q3	$51.8K	Hold	138	–	–	0.03%	146
2023 Q2	$52.8K	Hold	138	–	–	0.03%	159
2023 Q1	$47.8K	Hold	138	–	–	0.03%	153
2022 Q4	$32.5K	Hold	138	–	–	0.02%	180
2022 Q3	$34K	Hold	138	–	–	0.02%	168
2022 Q2	$42K	Hold	138	–	–	0.02%	168
2022 Q1	$57K	Hold	138	–	–	0.03%	169
2021 Q4	$65K	Hold	138	–	–	0.03%	163
2021 Q3	$59K	Hold	138	–	–	0.03%	165
2021 Q2	$50K	Hold	138	–	–	0.03%	186
2021 Q1	$39K	Hold	138	–	–	0.02%	185
2020 Q4	$39K	Buy	+138	New	+$38.7K	0.02%	181