Mount Yale Investment Advisors’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 | – | Sell |
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|
2025
Q2 | $6.13K | Sell |
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|
2025
Q1 | $358K | Sell |
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|
2024
Q4 | $636K | Buy |
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|
2024
Q3 | $580K | Sell |
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|
2024
Q2 | $669K | Sell |
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|
2024
Q1 | $828K | Sell |
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|
2023
Q4 | $778K | Sell |
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|
2023
Q3 | $852K | Buy |
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|
2023
Q2 | $866K | Sell |
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|
2023
Q1 | $829K | Buy |
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|
2022
Q4 | $548K | Sell |
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|
2022
Q3 | $602K | Buy |
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|
2022
Q2 | $737K | Sell |
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|
2022
Q1 | $1.03M | Sell |
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|
2021
Q4 | $1.36M | Sell |
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|
2021
Q3 | $1.25M | Sell |
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|
2021
Q2 | $1.08M | Buy |
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|
2021
Q1 | $841K | Sell |
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|
2020
Q4 | $885K | Buy |
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|
2020
Q3 | $840K | Buy |
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|
2020
Q2 | $211K | Buy |
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