Steward Partners Investment Advisory’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Sell |
500
-67
| -12% | -$14.7K | ﹤0.01% | 2059 |
|
|
2025
Q1 | $127K | Sell |
567
-4
| -0.7% | -$896 | ﹤0.01% | 1884 |
|
|
2024
Q4 | $187K | Buy |
571
+166
| +41% | +$54.4K | ﹤0.01% | 1655 |
|
|
2024
Q3 | $122K | Sell |
405
-22
| -5% | -$6.6K | ﹤0.01% | 1783 |
|
|
2024
Q2 | $141K | Sell |
427
-295
| -41% | -$97.2K | ﹤0.01% | 1620 |
|
|
2024
Q1 | $286K | Sell |
722
-16
| -2% | -$6.33K | ﹤0.01% | 1281 |
|
|
2023
Q4 | $260K | Buy |
738
+384
| +108% | +$135K | ﹤0.01% | 1274 |
|
|
2023
Q3 | $133K | Hold |
354
| – | – | ﹤0.01% | 1445 |
|
|
2023
Q2 | $135K | Sell |
354
-30
| -8% | -$11.5K | ﹤0.01% | 1440 |
|
|
2023
Q1 | $133K | Buy |
384
+30
| +8% | +$10.4K | ﹤0.01% | 1468 |
|
|
2022
Q4 | $83.3K | Hold |
354
| – | – | ﹤0.01% | 1617 |
|
|
2022
Q3 | $87K | Sell |
354
-15
| -4% | -$3.69K | ﹤0.01% | 1555 |
|
|
2022
Q2 | $112K | Sell |
369
-49
| -12% | -$14.9K | ﹤0.01% | 1449 |
|
|
2022
Q1 | $172K | Buy |
418
+64
| +18% | +$26.3K | ﹤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% | -$100K | ﹤0.01% | 1931 |
|
|
2021
Q1 | $178K | Buy |
633
+269
| +74% | +$75.8K | ﹤0.01% | 1353 |
|
|
2020
Q4 | $103K | Buy |
364
+10
| +3% | +$2.83K | ﹤0.01% | 1350 |
|
|
2020
Q3 | $97K | Hold |
354
| – | – | ﹤0.01% | 1237 |
|
|
2020
Q2 | $80K | Sell |
354
-3
| -0.8% | -$678 | ﹤0.01% | 1238 |
|
|
2020
Q1 | $54K | Buy |
357
+10
| +3% | +$1.51K | ﹤0.01% | 1231 |
|
|
2019
Q4 | $52K | Buy |
347
+15
| +5% | +$2.25K | ﹤0.01% | 1376 |
|
|
2019
Q3 | $47K | Buy |
332
+12
| +4% | +$1.7K | ﹤0.01% | 1383 |
|
|
2019
Q2 | $40K | Buy |
+320
| New | +$40K | ﹤0.01% | 1426 |
|
|
2018
Q4 | – | Sell |
-385
| Closed | -$48K | – | 2179 |
|
|
2018
Q3 | $48K | Buy |
385
+272
| +241% | +$33.9K | ﹤0.01% | 1211 |
|
|
2018
Q2 | $11K | Buy |
113
+62
| +122% | +$6.04K | ﹤0.01% | 1709 |
|
|
2018
Q1 | $4K | Hold |
51
| – | – | ﹤0.01% | 1875 |
|
|
2017
Q4 | $5K | Buy |
+51
| New | +$5K | ﹤0.01% | 1533 |
|