Rise Advisors’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 | $17.5K | Hold |
80
| – | – | 0.01% | 611 |
|
|
2025
Q1 | $17.9K | Buy |
80
+28
| +54% | +$6.28K | 0.01% | 564 |
|
|
2024
Q4 | $17.1K | Buy |
52
+2
| +4% | +$656 | 0.01% | 758 |
|
|
2024
Q3 | $15K | Hold |
50
| – | – | 0.01% | 863 |
|
|
2024
Q2 | $16.5K | Hold |
50
| – | – | 0.01% | 769 |
|
|
2024
Q1 | $19.8K | Buy |
+50
| New | +$19.8K | 0.01% | 657 |
|
|
2023
Q2 | – | Sell |
-26
| Closed | -$9.05K | – | 806 |
|
|
2023
Q1 | $9.05K | Hold |
26
| – | – | 0.01% | 377 |
|
|
2022
Q4 | $6.14K | Hold |
26
| – | – | ﹤0.01% | 418 |
|
|
2022
Q3 | $6K | Hold |
26
| – | – | 0.01% | 425 |
|
|
2022
Q2 | $8K | Hold |
26
| – | – | 0.01% | 383 |
|
|
2022
Q1 | $11K | Hold |
26
| – | – | 0.01% | 319 |
|
|
2021
Q4 | $12.2K | Buy |
+26
| New | +$12.2K | 0.01% | 301 |
|