SFSG
Sound Financial Strategies Group’s West Pharmaceutical WST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,428
| Closed | -$544K | – | 105 |
|
|
2025
Q1 | $544K | Buy |
+2,428
| New | +$544K | 0.49% | 80 |
|
|
2024
Q4 | – | Sell |
-2,159
| Closed | -$648K | – | 102 |
|
|
2024
Q3 | $648K | Buy |
2,159
+246
| +13% | +$73.8K | 0.52% | 61 |
|
|
2024
Q2 | $630K | Buy |
+1,913
| New | +$630K | 0.55% | 58 |
|
|
2022
Q2 | – | Sell |
-3,961
| Closed | -$1.63M | – | 72 |
|
|
2022
Q1 | $1.63M | Buy |
3,961
+1,023
| +35% | +$420K | 0.9% | 19 |
|
|
2021
Q4 | $1.38M | Sell |
2,938
-53
| -2% | -$24.9K | 0.69% | 17 |
|
|
2021
Q3 | $1.27M | Sell |
2,991
-463
| -13% | -$197K | 0.64% | 16 |
|
|
2021
Q2 | $1.24M | Sell |
3,454
-785
| -19% | -$282K | 0.62% | 17 |
|
|
2021
Q1 | $1.19M | Buy |
4,239
+2,142
| +102% | +$603K | 0.61% | 13 |
|
|
2020
Q4 | $594K | Buy |
+2,097
| New | +$594K | 0.32% | 52 |
|