SFMG Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Hold |
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|
2025
Q1 | $232K | Sell |
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|
2024
Q4 | $341K | Sell |
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|
2024
Q3 | $314K | Buy |
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|
2024
Q2 | $339K | Sell |
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|
2024
Q1 | $408K | Buy |
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|
2023
Q4 | $362K | Buy |
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|
2023
Q3 | $385K | Sell |
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|
2023
Q2 | $400K | Buy |
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|
2023
Q1 | $358K | Buy |
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|
2022
Q4 | $241K | Sell |
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|
2022
Q3 | $1.71M | Buy |
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|
2022
Q2 | $1.72M | Buy |
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|
2022
Q1 | $421K | Hold |
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|
2021
Q4 | $480K | Hold |
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|
2021
Q3 | $435K | Buy |
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|
2021
Q2 | $365K | Hold |
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|
2021
Q1 | $287K | Hold |
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|
2020
Q4 | $288K | Buy |
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