Summit Trail Advisors’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 | $294K | Buy |
+1,345
| New | +$294K | 0.01% | 924 |
|
|
2024
Q4 | – | Sell |
-755
| Closed | -$227K | – | 790 |
|
|
2024
Q3 | $227K | Buy |
755
+1
| +0.1% | +$300 | 0.01% | 641 |
|
|
2024
Q2 | $248K | Sell |
754
-98
| -12% | -$32.3K | 0.01% | 535 |
|
|
2024
Q1 | $337K | Buy |
+852
| New | +$337K | 0.01% | 425 |
|
|
2018
Q1 | – | Sell |
-36
| Closed | -$4K | – | 1673 |
|
|
2017
Q4 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 1498 |
|