Mission Wealth Management’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
$906K Buy
4,139
+95
+2% +$20.8K 0.02% 332
2025
Q1
$905K Sell
4,044
-141
-3% -$31.6K 0.02% 310
2024
Q4
$1.37M Sell
4,185
-64
-2% -$21K 0.03% 220
2024
Q3
$1.28M Sell
4,249
-587
-12% -$176K 0.03% 231
2024
Q2
$1.59M Buy
4,836
+463
+11% +$153K 0.04% 186
2024
Q1
$1.73M Sell
4,373
-158
-3% -$62.5K 0.05% 193
2023
Q4
$1.6M Buy
4,531
+114
+3% +$40.1K 0.05% 170
2023
Q3
$1.66M Buy
4,417
+25
+0.6% +$9.38K 0.06% 144
2023
Q2
$1.68M Sell
4,392
-40
-0.9% -$15.3K 0.06% 145
2023
Q1
$1.54M Buy
4,432
+233
+6% +$80.7K 0.06% 155
2022
Q4
$988K Buy
4,199
+237
+6% +$55.8K 0.05% 196
2022
Q3
$975K Buy
3,962
+108
+3% +$26.6K 0.05% 182
2022
Q2
$1.17M Buy
3,854
+714
+23% +$216K 0.06% 165
2022
Q1
$1.29M Buy
3,140
+308
+11% +$126K 0.06% 154
2021
Q4
$1.33M Sell
2,832
-52
-2% -$24.4K 0.06% 148
2021
Q3
$1.22M Sell
2,884
-268
-9% -$114K 0.06% 148
2021
Q2
$1.13M Sell
3,152
-43
-1% -$15.4K 0.06% 155
2021
Q1
$900K Buy
3,195
+291
+10% +$82K 0.05% 160
2020
Q4
$823K Buy
2,904
+461
+19% +$131K 0.05% 158
2020
Q3
$672K Sell
2,443
-146
-6% -$40.2K 0.05% 163
2020
Q2
$588K Buy
2,589
+69
+3% +$15.7K 0.05% 163
2020
Q1
$384K Sell
2,520
-57
-2% -$8.69K 0.04% 184
2019
Q4
$387K Buy
2,577
+39
+2% +$5.86K 0.04% 209
2019
Q3
$360K Sell
2,538
-130
-5% -$18.4K 0.04% 202
2019
Q2
$334K Buy
2,668
+62
+2% +$7.76K 0.04% 223
2019
Q1
$287K Buy
2,606
+226
+9% +$24.9K 0.03% 232
2018
Q4
$233K Buy
+2,380
New +$233K 0.03% 232