Mark Sheptoff Financial Planning’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 | $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 | +$39K | 0.02% | 181 |
|