Steward Partners Investment Advisory’s West Pharmaceutical WST Stock Holding History

Steward Partners Investment Advisory’s Portfolio WST Stock Details WST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$146K	Buy	583 +13	+2%	+$3.23K	﹤0.01%	2172
2025 Q4	$157K	Sell	570 -26	-4%	-$7.11K	﹤0.01%	2055
2025 Q3	$156K	Buy	596 +96	+19%	+$23.3K	﹤0.01%	1987
2025 Q2	$109K	Sell	500 -67	-12%	-$14.3K	﹤0.01%	2059
2025 Q1	$127K	Sell	567 -4	-0.7%	-$1.1K	﹤0.01%	1884
2024 Q4	$187K	Buy	571 +166	+41%	+$52.2K	﹤0.01%	1655
2024 Q3	$122K	Sell	405 -22	-5%	-$6.74K	﹤0.01%	1783
2024 Q2	$141K	Sell	427 -295	-41%	-$104K	﹤0.01%	1620
2024 Q1	$286K	Sell	722 -16	-2%	-$5.92K	﹤0.01%	1281
2023 Q4	$260K	Buy	738 +384	+108%	+$136K	﹤0.01%	1274
2023 Q3	$133K	Hold	354	–	–	﹤0.01%	1445
2023 Q2	$135K	Sell	354 -30	-8%	-$10.7K	﹤0.01%	1440
2023 Q1	$133K	Buy	384 +30	+8%	+$8.77K	﹤0.01%	1468
2022 Q4	$83.3K	Hold	354	–	–	﹤0.01%	1617
2022 Q3	$87K	Sell	354 -15	-4%	-$4.57K	﹤0.01%	1555
2022 Q2	$112K	Sell	369 -49	-12%	-$15.9K	﹤0.01%	1449
2022 Q1	$172K	Buy	418 +64	+18%	+$25.1K	﹤0.01%	1359
2021 Q4	$166K	Hold	354	–	–	﹤0.01%	1388
2021 Q3	$150K	Hold	354	–	–	﹤0.01%	1389
2021 Q2	$127K	Sell	354 -279	-44%	-$92.2K	﹤0.01%	1932
2021 Q1	$178K	Buy	633 +269	+74%	+$77K	﹤0.01%	1353
2020 Q4	$103K	Buy	364 +10	+3%	+$2.81K	﹤0.01%	1350
2020 Q3	$97K	Hold	354	–	–	﹤0.01%	1237
2020 Q2	$80K	Sell	354 -3	-0.8%	-$589	﹤0.01%	1238
2020 Q1	$54K	Buy	357 +10	+3%	+$1.54K	﹤0.01%	1231
2019 Q4	$52K	Buy	347 +15	+5%	+$2.18K	﹤0.01%	1376
2019 Q3	$47K	Buy	332 +12	+4%	+$1.65K	﹤0.01%	1383
2019 Q2	$40K	Buy	+320	New	+$37.8K	﹤0.01%	1426
2018 Q4	–	Sell	-385	Closed	-$48K	–	2180
2018 Q3	$48K	Buy	385 +272	+241%	+$30.5K	﹤0.01%	1211
2018 Q2	$11K	Buy	113 +62	+122%	+$5.71K	﹤0.01%	1709
2018 Q1	$4K	Hold	51	–	–	﹤0.01%	1875
2017 Q4	$5K	Buy	+51	New	+$5K	﹤0.01%	1533