Monte Financial Group’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-4,025
| Closed | -$1.32M | – | 90 |
|
2024
Q4 | $1.32M | Buy |
4,025
+100
| +3% | +$32.8K | 0.56% | 48 |
|
2024
Q3 | $1.18M | Buy |
3,925
+1,883
| +92% | +$565K | 0.49% | 54 |
|
2024
Q2 | $673K | Buy |
2,042
+91
| +5% | +$30K | 0.3% | 67 |
|
2024
Q1 | $772K | Buy |
1,951
+88
| +5% | +$34.8K | 0.34% | 63 |
|
2023
Q4 | $656K | Sell |
1,863
-33
| -2% | -$11.6K | 0.31% | 65 |
|
2023
Q3 | $711K | Sell |
1,896
-1
| -0.1% | -$375 | 0.36% | 63 |
|
2023
Q2 | $726K | Buy |
1,897
+537
| +39% | +$205K | 0.35% | 63 |
|
2023
Q1 | $471K | Buy |
1,360
+129
| +10% | +$44.7K | 0.25% | 66 |
|
2022
Q4 | $290K | Buy |
1,231
+261
| +27% | +$61.4K | 0.15% | 75 |
|
2022
Q3 | $239K | Buy |
+970
| New | +$239K | 0.15% | 75 |
|