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 |
-28
| Closed | -$6.13K | – | 1617 |
|
|
2025
Q2 | $6.13K | Sell |
28
-1,571
| -98% | -$336K | ﹤0.01% | 1203 |
|
|
2025
Q1 | $358K | Sell |
1,599
-342
| -18% | -$94.3K | 0.03% | 390 |
|
|
2024
Q4 | $636K | Buy |
1,941
+9
| +0.5% | +$2.83K | 0.05% | 301 |
|
|
2024
Q3 | $580K | Sell |
1,932
-98
| -5% | -$30K | 0.06% | 314 |
|
|
2024
Q2 | $669K | Sell |
2,030
-63
| -3% | -$22.3K | 0.05% | 286 |
|
|
2024
Q1 | $828K | Sell |
2,093
-116
| -5% | -$42.9K | 0.06% | 258 |
|
|
2023
Q4 | $778K | Sell |
2,209
-62
| -3% | -$21.9K | 0.07% | 242 |
|
|
2023
Q3 | $852K | Buy |
2,271
+6
| +0.3% | +$2.32K | 0.09% | 208 |
|
|
2023
Q2 | $866K | Sell |
2,265
-128
| -5% | -$45.7K | 0.09% | 215 |
|
|
2023
Q1 | $829K | Buy |
2,393
+64
| +3% | +$18.7K | 0.09% | 225 |
|
|
2022
Q4 | $548K | Sell |
2,329
-117
| -5% | -$27.7K | 0.06% | 271 |
|
|
2022
Q3 | $602K | Buy |
2,446
+9
| +0.4% | +$2.74K | 0.08% | 245 |
|
|
2022
Q2 | $737K | Sell |
2,437
-68
| -3% | -$22.1K | 0.09% | 218 |
|
|
2022
Q1 | $1.03M | Sell |
2,505
-394
| -14% | -$154K | 0.11% | 186 |
|
|
2021
Q4 | $1.36M | Sell |
2,899
-44
| -1% | -$18.9K | 0.14% | 157 |
|
|
2021
Q3 | $1.25M | Sell |
2,943
-56
| -2% | -$23.6K | 0.14% | 159 |
|
|
2021
Q2 | $1.08M | Buy |
2,999
+13
| +0.4% | +$4.29K | 0.13% | 168 |
|
|
2021
Q1 | $841K | Sell |
2,986
-138
| -4% | -$39.5K | 0.11% | 196 |
|
|
2020
Q4 | $885K | Buy |
3,124
+70
| +2% | +$19.6K | 0.12% | 181 |
|
|
2020
Q3 | $840K | Buy |
3,054
+2,127
| +229% | +$563K | 0.12% | 170 |
|
|
2020
Q2 | $211K | Buy |
+927
| New | +$182K | 0.04% | 300 |
|
Other funds holding WST
