Tompkins Financial’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-252
| Closed | -$83K | – | 626 |
|
|
2024
Q2 | $83K | Hold |
252
| – | – | 0.01% | 295 |
|
|
2024
Q1 | $99.7K | Hold |
252
| – | – | 0.01% | 272 |
|
|
2023
Q4 | $88.7K | Buy |
+252
| New | +$88.7K | 0.01% | 286 |
|
|
2021
Q1 | $73K | Buy |
258
+8
| +3% | +$2.26K | 0.01% | 214 |
|
|
2020
Q4 | $71K | Hold |
250
| – | – | 0.01% | 206 |
|
|
2020
Q3 | $69K | Sell |
250
-38
| -13% | -$10.5K | 0.01% | 210 |
|
|
2020
Q2 | $65K | Sell |
288
-96
| -25% | -$21.7K | 0.01% | 214 |
|
|
2020
Q1 | $58K | Hold |
384
| – | – | 0.01% | 220 |
|
|
2019
Q4 | $58K | Hold |
384
| – | – | 0.01% | 245 |
|
|
2019
Q3 | $54K | Hold |
384
| – | – | 0.01% | 224 |
|
|
2019
Q2 | $48K | Hold |
384
| – | – | 0.01% | 234 |
|
|
2019
Q1 | $42K | Hold |
384
| – | – | 0.01% | 246 |
|
|
2018
Q4 | $38K | Hold |
384
| – | – | 0.01% | 251 |
|
|
2018
Q3 | $47K | Buy |
384
+48
| +14% | +$5.88K | 0.01% | 252 |
|
|
2018
Q2 | $33K | Hold |
336
| – | – | 0.01% | 291 |
|
|
2018
Q1 | $30K | Hold |
336
| – | – | 0.01% | 288 |
|
|
2017
Q4 | $33K | Hold |
336
| – | – | 0.01% | 249 |
|
|
2017
Q3 | $32K | Hold |
336
| – | – | 0.01% | 255 |
|
|
2017
Q2 | $32K | Buy |
+336
| New | +$32K | 0.01% | 251 |
|