NewEdge Wealth’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 | $273K | Sell |
1,134
-401
| -26% | -$96.5K | ﹤0.01% | 856 |
|
|
2025
Q1 | $344K | Sell |
1,535
-206
| -12% | -$46.1K | 0.01% | 742 |
|
|
2024
Q4 | $570K | Buy |
1,741
+65
| +4% | +$21.3K | 0.01% | 612 |
|
|
2024
Q3 | $503K | Buy |
1,676
+515
| +44% | +$155K | 0.01% | 616 |
|
|
2024
Q2 | $382K | Sell |
1,161
-176
| -13% | -$58K | 0.01% | 603 |
|
|
2024
Q1 | $493K | Buy |
1,337
+95
| +8% | +$35K | 0.01% | 564 |
|
|
2023
Q4 | $437K | Buy |
1,242
+416
| +50% | +$147K | 0.01% | 536 |
|
|
2023
Q3 | $310K | Buy |
826
+179
| +28% | +$67.2K | 0.01% | 539 |
|
|
2023
Q2 | $248K | Hold |
647
| – | – | 0.01% | 567 |
|
|
2023
Q1 | $224K | Buy |
+647
| New | +$224K | 0.01% | 561 |
|