Tortoise Investment Management’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	$36.3K	Buy	166 +4	+2%	+$875	﹤0.01%	424
2025 Q1	$36.3K	Hold	162	–	–	﹤0.01%	414
2024 Q4	$53.1K	Hold	162	–	–	0.01%	410
2024 Q3	$48.6K	Hold	162	–	–	0.01%	410
2024 Q2	$53.4K	Hold	162	–	–	0.01%	380
2024 Q1	$64.1K	Hold	162	–	–	0.01%	351
2023 Q4	$57K	Hold	162	–	–	0.01%	342
2023 Q3	$60.8K	Hold	162	–	–	0.01%	320
2023 Q2	$62K	Hold	162	–	–	0.01%	325
2023 Q1	$56.1K	Hold	162	–	–	0.01%	324
2022 Q4	$38.1K	Hold	162	–	–	0.01%	356
2022 Q3	$40K	Sell	162 -1	-0.6%	-$247	0.01%	340
2022 Q2	$49K	Hold	163	–	–	0.01%	306
2022 Q1	$67K	Sell	163 -3	-2%	-$1.23K	0.01%	274
2021 Q4	$78K	Sell	166 -18	-10%	-$8.46K	0.01%	240
2021 Q3	$78K	Sell	184 -7	-4%	-$2.97K	0.02%	224
2021 Q2	$69K	Sell	191 -9	-5%	-$3.25K	0.01%	234
2021 Q1	$56K	Hold	200	–	–	0.01%	247
2020 Q4	$57K	Sell	200 -40	-17%	-$11.4K	0.01%	230
2020 Q3	$66K	Sell	240 -19	-7%	-$5.23K	0.02%	207
2020 Q2	$59K	Hold	259	–	–	0.02%	208
2020 Q1	$39K	Hold	259	–	–	0.01%	242
2019 Q4	$39K	Hold	259	–	–	0.01%	260
2019 Q3	$37K	Sell	259 -6	-2%	-$857	0.01%	264
2019 Q2	$33K	Hold	265	–	–	0.01%	287
2019 Q1	$29K	Hold	265	–	–	0.01%	296
2018 Q4	$26K	Hold	265	–	–	0.01%	293
2018 Q3	$33K	Hold	265	–	–	0.01%	279
2018 Q2	$26K	Hold	265	–	–	0.01%	306
2018 Q1	$23K	Hold	265	–	–	0.01%	311
2017 Q4	$26K	Hold	265	–	–	0.01%	299
2017 Q3	$26K	Hold	265	–	–	0.01%	283
2017 Q2	$25K	Hold	265	–	–	0.01%	271
2017 Q1	$22K	Buy	265 +6	+2%	+$498	0.01%	268
2016 Q4	$22K	Hold	259	–	–	0.01%	262
2016 Q3	$19K	Hold	259	–	–	0.01%	257
2016 Q2	$20K	Buy	+259	New	+$20K	0.01%	258