MinichMacGregor Wealth Management’s West Pharmaceutical WST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-60
| Closed | -$14.1K | – | 664 |
|
|
2022
Q4 | $14.1K | Buy |
+60
| New | +$14.1K | 0.01% | 374 |
|
|
2018
Q4 | – | Sell |
-105
| Closed | -$12K | – | 535 |
|
|
2018
Q3 | $12K | Sell |
105
-58
| -36% | -$6.63K | 0.01% | 300 |
|
|
2018
Q2 | $16K | Hold |
163
| – | – | 0.01% | 239 |
|
|
2018
Q1 | $14K | Buy |
163
+24
| +17% | +$2.06K | 0.01% | 257 |
|
|
2017
Q4 | $13K | Buy |
139
+15
| +12% | +$1.4K | 0.01% | 268 |
|
|
2017
Q3 | $11K | Buy |
124
+23
| +23% | +$2.04K | 0.01% | 278 |
|
|
2017
Q2 | $9K | Sell |
101
-91
| -47% | -$8.11K | 0.01% | 294 |
|
|
2017
Q1 | $15K | Sell |
192
-5
| -3% | -$391 | 0.01% | 220 |
|
|
2016
Q4 | $16K | Buy |
197
+33
| +20% | +$2.68K | 0.02% | 198 |
|
|
2016
Q3 | $12K | Buy |
+164
| New | +$12K | 0.01% | 248 |
|