Sequoia Financial 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
2026 Q1	$833K	Sell	3,325 -379	-10%	-$94.3K	﹤0.01%	981
2025 Q4	$1.02M	Buy	3,704 +830	+29%	+$227K	0.01%	876
2025 Q3	$754K	Buy	2,874 +518	+22%	+$126K	﹤0.01%	932
2025 Q2	$516K	Buy	2,356 +1,192	+102%	+$255K	﹤0.01%	984
2025 Q1	$261K	Sell	1,164 -170	-13%	-$46.9K	﹤0.01%	1127
2024 Q4	$437K	Buy	1,334 +260	+24%	+$81.8K	﹤0.01%	858
2024 Q3	$322K	Sell	1,074 -121	-10%	-$37.1K	﹤0.01%	930
2024 Q2	$394K	Buy	1,195 +83	+7%	+$29.3K	﹤0.01%	785
2024 Q1	$440K	Sell	1,112 -549	-33%	-$203K	0.01%	728
2023 Q4	$585K	Buy	1,661 +776	+88%	+$275K	0.01%	692
2023 Q3	$332K	Buy	885 +7	+0.8%	+$2.71K	0.01%	652
2023 Q2	$336K	Buy	878 +8	+0.9%	+$2.86K	0.01%	657
2023 Q1	$301K	Buy	+870	New	+$254K	0.01%	625