Modera 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 | $613K | Sell |
2,803
-1
| -0% | -$219 | 0.01% | 409 |
|
|
2025
Q1 | $628K | Sell |
2,804
-17
| -0.6% | -$3.81K | 0.01% | 391 |
|
|
2024
Q4 | $924K | Buy |
2,821
+50
| +2% | +$16.4K | 0.01% | 340 |
|
|
2024
Q3 | $832K | Buy |
2,771
+10
| +0.4% | +$3K | 0.01% | 337 |
|
|
2024
Q2 | $909K | Sell |
2,761
-11
| -0.4% | -$3.62K | 0.01% | 306 |
|
|
2024
Q1 | $1.1M | Buy |
2,772
+2,023
| +270% | +$801K | 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 | +$286K | 0.01% | 471 |
|
|
2022
Q1 | – | Sell |
-609
| Closed | -$285K | – | 597 |
|
|
2021
Q4 | $285K | Buy |
+609
| New | +$285K | 0.01% | 436 |
|