Modera Wealth Management’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	$691K	Sell	2,755 -52	-2%	-$12.9K	0.01%	383
2025 Q4	$772K	Buy	2,807 +4	+0.1%	+$1.09K	0.01%	374
2025 Q3	$735K	Hold	2,803	–	–	0.01%	385
2025 Q2	$613K	Sell	2,803 -1	-0%	-$214	0.01%	409
2025 Q1	$628K	Sell	2,804 -17	-0.6%	-$4.68K	0.01%	391
2024 Q4	$924K	Buy	2,821 +50	+2%	+$15.7K	0.01%	341
2024 Q3	$832K	Buy	2,771 +10	+0.4%	+$3.06K	0.01%	338
2024 Q2	$909K	Sell	2,761 -11	-0.4%	-$3.89K	0.01%	306
2024 Q1	$1.1M	Buy	2,772 +2,023	+270%	+$748K	0.02%	287
2023 Q4	$264K	Hold	749	–	–	﹤0.01%	489
2023 Q3	$281K	Hold	749	–	–	0.01%	466
2023 Q2	$286K	Buy	+749	New	+$268K	0.01%	471
2022 Q1	–	Sell	-609	Closed	-$285K	–	597
2021 Q4	$285K	Buy	+609	New	+$262K	0.01%	436