Montag & Associates’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $618K | Sell |
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|
2025
Q2 | $520K | Sell |
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|
2025
Q1 | $537K | Hold |
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|
2024
Q4 | $786K | Hold |
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|
2024
Q3 | $720K | Hold |
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|
2024
Q2 | $791K | Hold |
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|
2024
Q1 | $950K | Hold |
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|
2023
Q4 | $845K | Hold |
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|
2023
Q3 | $901K | Hold |
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|
2023
Q2 | $918K | Hold |
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|
2023
Q1 | $832K | Hold |
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|
2022
Q4 | $565K | Hold |
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|
2022
Q3 | $591K | Hold |
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|
2022
Q2 | $726K | Hold |
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|
2022
Q1 | $986K | Hold |
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|
2021
Q4 | $1.13M | Hold |
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|
2021
Q3 | $1.02M | Hold |
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|
2021
Q2 | $862K | Hold |
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|
2021
Q1 | $676K | Hold |
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|
2020
Q4 | $680K | Sell |
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|
2020
Q3 | $715K | Hold |
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|
2020
Q2 | $591K | Hold |
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|
2020
Q1 | $396K | Hold |
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|
2019
Q4 | $391K | Hold |
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|
2019
Q3 | $369K | Hold |
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|
2019
Q2 | $325K | Sell |
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|
2019
Q1 | $353K | Hold |
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|
2018
Q4 | $314K | Sell |
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|
2018
Q3 | $420K | Hold |
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|
2018
Q2 | $338K | Hold |
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|
2018
Q1 | $300K | Hold |
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|
2017
Q4 | $335K | Hold |
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|
2017
Q3 | $327K | Hold |
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|
2017
Q2 | $321K | Hold |
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|
2017
Q1 | $277K | Hold |
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|
2016
Q4 | $288K | Hold |
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|
2016
Q3 | $253K | Hold |
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|
2016
Q2 | $258K | Hold |
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|
2016
Q1 | $236K | Hold |
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|
2015
Q4 | $205K | Sell |
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|
2015
Q3 | $244K | Hold |
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|
2015
Q2 | $261K | Hold |
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|
2015
Q1 | $271K | Hold |
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|
2014
Q4 | $240K | Hold |
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|
2014
Q3 | $201K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $221K | Buy |
|