Perigon Wealth Management’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 | $259K | Sell |
1,186
-497
| -30% | -$109K | 0.01% | 897 |
|
|
2025
Q1 | $377K | Sell |
1,683
-25
| -1% | -$5.6K | 0.01% | 729 |
|
|
2024
Q4 | $576K | Sell |
1,708
-42
| -2% | -$14.2K | 0.01% | 593 |
|
|
2024
Q3 | $525K | Buy |
+1,750
| New | +$525K | 0.01% | 602 |
|
|
2024
Q1 | – | Sell |
-1,863
| Closed | -$656K | – | 921 |
|
|
2023
Q4 | $656K | Sell |
1,863
-15
| -0.8% | -$5.28K | 0.02% | 431 |
|
|
2023
Q3 | $705K | Sell |
1,878
-20
| -1% | -$7.5K | 0.03% | 375 |
|
|
2023
Q2 | $726K | Buy |
1,898
+23
| +1% | +$8.8K | 0.03% | 372 |
|
|
2023
Q1 | $650K | Buy |
1,875
+48
| +3% | +$16.6K | 0.04% | 346 |
|
|
2022
Q4 | $430K | Buy |
+1,827
| New | +$430K | 0.03% | 419 |
|
|
2022
Q2 | – | Sell |
-668
| Closed | -$274K | – | 624 |
|
|
2022
Q1 | $274K | Buy |
668
+156
| +30% | +$64K | 0.02% | 488 |
|
|
2021
Q4 | $240K | Buy |
+512
| New | +$240K | 0.02% | 508 |
|
|
2021
Q1 | – | Sell |
-95
| Closed | -$27K | – | 1028 |
|
|
2020
Q4 | $27K | Buy |
+95
| New | +$27K | ﹤0.01% | 932 |
|