Sequoia Financial 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 | $516K | Buy |
2,356
+1,192
| +102% | +$261K | ﹤0.01% | 974 |
|
|
2025
Q1 | $261K | Sell |
1,164
-170
| -13% | -$38.1K | ﹤0.01% | 1119 |
|
|
2024
Q4 | $437K | Buy |
1,334
+260
| +24% | +$85.2K | ﹤0.01% | 853 |
|
|
2024
Q3 | $322K | Sell |
1,074
-121
| -10% | -$36.3K | ﹤0.01% | 928 |
|
|
2024
Q2 | $394K | Buy |
1,195
+83
| +7% | +$27.3K | ﹤0.01% | 783 |
|
|
2024
Q1 | $440K | Sell |
1,112
-549
| -33% | -$217K | 0.01% | 724 |
|
|
2023
Q4 | $585K | Buy |
1,661
+776
| +88% | +$273K | 0.01% | 691 |
|
|
2023
Q3 | $332K | Buy |
885
+7
| +0.8% | +$2.63K | 0.01% | 650 |
|
|
2023
Q2 | $336K | Buy |
878
+8
| +0.9% | +$3.06K | 0.01% | 655 |
|
|
2023
Q1 | $301K | Buy |
+870
| New | +$301K | 0.01% | 623 |
|