United Capital Financial Advisors’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $947K | Buy |
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|
2025
Q2 | $766K | Buy |
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|
2025
Q1 | $660K | Sell |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $978K | Buy |
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|
2024
Q2 | $994K | Sell |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.2M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $416K | Sell |
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|
2022
Q2 | $522K | Sell |
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|
2022
Q1 | $741K | Buy |
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|
2021
Q4 | $782K | Sell |
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|
2021
Q3 | $726K | Buy |
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|
2021
Q2 | $372K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $777K | Buy |
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