SWA
Strata Wealth Advisors’s West Pharmaceutical WST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-835
| Closed | -$274K | – | 80 |
|
|
2024
Q4 | $274K | Buy |
835
+10
| +1% | +$3.28K | 0.09% | 68 |
|
|
2024
Q3 | $248K | Sell |
825
-1
| -0.1% | -$300 | 0.08% | 67 |
|
|
2024
Q2 | $272K | Buy |
826
+13
| +2% | +$4.28K | 0.09% | 62 |
|
|
2024
Q1 | $322K | Buy |
813
+10
| +1% | +$3.96K | 0.11% | 58 |
|
|
2023
Q4 | $283K | Sell |
803
-9
| -1% | -$3.17K | 0.11% | 58 |
|
|
2023
Q3 | $305K | Buy |
+812
| New | +$305K | 0.15% | 42 |
|
|
2023
Q1 | $277K | Buy |
+800
| New | +$277K | 0.14% | 46 |
|