Spire Wealth Management’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	$13K	Sell	52 -36	-41%	-$8.96K	﹤0.01%	1546
2025 Q4	$24.2K	Sell	88 -32	-27%	-$8.75K	﹤0.01%	1413
2025 Q3	$31.5K	Sell	120 -1	-0.8%	-$243	﹤0.01%	1380
2025 Q2	$26.5K	Sell	121 -47	-28%	-$10K	﹤0.01%	1412
2025 Q1	$37.6K	Sell	168 -92	-35%	-$25.4K	﹤0.01%	1387
2024 Q4	$85.2K	Sell	260 -4,125	-94%	-$1.3M	﹤0.01%	1093
2024 Q3	$1.32M	Sell	4,385 -8,998	-67%	-$2.76M	0.04%	313
2024 Q2	$4.41M	Buy	13,383 +13,253	+10,195%	+$4.68M	0.16%	137
2024 Q1	$51.4K	Buy	130 +14	+12%	+$5.18K	﹤0.01%	1205
2023 Q4	$39.8K	Sell	116 -12	-9%	-$4.25K	﹤0.01%	1285
2023 Q3	$48K	Sell	128 -43	-25%	-$16.6K	﹤0.01%	1185
2023 Q2	$65.4K	Sell	171 -71	-29%	-$25.4K	﹤0.01%	1100
2023 Q1	$83.8K	Sell	242 -29	-11%	-$8.47K	﹤0.01%	1019
2022 Q4	$64K	Buy	271 +14	+5%	+$3.32K	﹤0.01%	903
2022 Q3	$63K	Buy	257 +2	+0.8%	+$609	﹤0.01%	870
2022 Q2	$77K	Sell	255 -17	-6%	-$5.53K	﹤0.01%	1130
2022 Q1	$112K	Sell	272 -21	-7%	-$8.22K	﹤0.01%	1125
2021 Q4	$138K	Buy	293 +1	+0.3%	+$430	﹤0.01%	1273
2021 Q3	$124K	Buy	292 +2	+0.7%	+$843	﹤0.01%	1119
2021 Q2	$104K	Sell	290 -16	-5%	-$5.29K	﹤0.01%	1170
2021 Q1	$86K	Buy	+306	New	+$87.6K	﹤0.01%	1460