Roundview Capital’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,940
| Closed | -$3.91M | – | 345 |
|
|
2024
Q4 | $3.91M | Buy |
11,940
+1,667
| +16% | +$546K | 0.27% | 84 |
|
|
2024
Q3 | $3.08M | Buy |
10,273
+5,477
| +114% | +$1.64M | 0.22% | 97 |
|
|
2024
Q2 | $1.58M | Buy |
4,796
+349
| +8% | +$115K | 0.12% | 158 |
|
|
2024
Q1 | $1.76M | Buy |
4,447
+71
| +2% | +$28.1K | 0.14% | 142 |
|
|
2023
Q4 | $1.54M | Hold |
4,376
| – | – | 0.14% | 145 |
|
|
2023
Q3 | $1.64M | Buy |
4,376
+18
| +0.4% | +$6.75K | 0.17% | 133 |
|
|
2023
Q2 | $1.67M | Hold |
4,358
| – | – | 0.16% | 135 |
|
|
2023
Q1 | $1.51M | Buy |
4,358
+140
| +3% | +$48.5K | 0.16% | 143 |
|
|
2022
Q4 | $993K | Buy |
4,218
+2,446
| +138% | +$576K | 0.11% | 182 |
|
|
2022
Q3 | $436K | Buy |
+1,772
| New | +$436K | 0.06% | 222 |
|