SWA
SFMG Wealth Advisors’s West Pharmaceutical WST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Hold |
1,037
| – | – | 0.02% | 246 |
|
|
2025
Q1 | $232K | Sell |
1,037
-4
| -0.4% | -$896 | 0.02% | 240 |
|
|
2024
Q4 | $341K | Sell |
1,041
-5
| -0.5% | -$1.64K | 0.03% | 183 |
|
|
2024
Q3 | $314K | Buy |
1,046
+16
| +2% | +$4.81K | 0.03% | 196 |
|
|
2024
Q2 | $339K | Sell |
1,030
-1
| -0.1% | -$330 | 0.03% | 180 |
|
|
2024
Q1 | $408K | Buy |
1,031
+4
| +0.4% | +$1.58K | 0.04% | 168 |
|
|
2023
Q4 | $362K | Buy |
1,027
+1
| +0.1% | +$352 | 0.03% | 172 |
|
|
2023
Q3 | $385K | Sell |
1,026
-20
| -2% | -$7.5K | 0.04% | 153 |
|
|
2023
Q2 | $400K | Buy |
1,046
+13
| +1% | +$4.97K | 0.04% | 147 |
|
|
2023
Q1 | $358K | Buy |
1,033
+11
| +1% | +$3.81K | 0.04% | 161 |
|
|
2022
Q4 | $241K | Sell |
1,022
-6,119
| -86% | -$1.44M | 0.03% | 201 |
|
|
2022
Q3 | $1.71M | Buy |
7,141
+1,447
| +25% | +$346K | 0.2% | 62 |
|
|
2022
Q2 | $1.72M | Buy |
5,694
+4,670
| +456% | +$1.41M | 0.2% | 64 |
|
|
2022
Q1 | $421K | Hold |
1,024
| – | – | 0.04% | 159 |
|
|
2021
Q4 | $480K | Hold |
1,024
| – | – | 0.05% | 154 |
|
|
2021
Q3 | $435K | Buy |
1,024
+7
| +0.7% | +$2.97K | 0.05% | 159 |
|
|
2021
Q2 | $365K | Hold |
1,017
| – | – | 0.04% | 178 |
|
|
2021
Q1 | $287K | Hold |
1,017
| – | – | 0.03% | 187 |
|
|
2020
Q4 | $288K | Buy |
+1,017
| New | +$288K | 0.04% | 171 |
|