United Capital Financial 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 | $766K | Buy |
3,502
+555
| +19% | +$121K | 0.01% | 659 |
|
|
2025
Q1 | $660K | Sell |
2,947
-418
| -12% | -$93.6K | 0.01% | 665 |
|
|
2024
Q4 | $1.1M | Buy |
3,365
+107
| +3% | +$35K | 0.01% | 526 |
|
|
2024
Q3 | $978K | Buy |
3,258
+241
| +8% | +$72.3K | 0.01% | 543 |
|
|
2024
Q2 | $994K | Sell |
3,017
-325
| -10% | -$107K | 0.01% | 525 |
|
|
2024
Q1 | $1.32M | Sell |
3,342
-64
| -2% | -$25.3K | 0.01% | 504 |
|
|
2023
Q4 | $1.2M | Buy |
+3,406
| New | +$1.2M | 0.01% | 514 |
|
|
2022
Q4 | – | Sell |
-1,691
| Closed | -$416K | – | 1117 |
|
|
2022
Q3 | $416K | Sell |
1,691
-37
| -2% | -$9.1K | ﹤0.01% | 803 |
|
|
2022
Q2 | $522K | Sell |
1,728
-77
| -4% | -$23.3K | ﹤0.01% | 783 |
|
|
2022
Q1 | $741K | Buy |
1,805
+137
| +8% | +$56.2K | ﹤0.01% | 742 |
|
|
2021
Q4 | $782K | Sell |
1,668
-42
| -2% | -$19.7K | ﹤0.01% | 740 |
|
|
2021
Q3 | $726K | Buy |
1,710
+675
| +65% | +$287K | ﹤0.01% | 755 |
|
|
2021
Q2 | $372K | Buy |
+1,035
| New | +$372K | ﹤0.01% | 957 |
|
|
2019
Q3 | – | Sell |
-6,211
| Closed | -$777K | – | 1479 |
|
|
2019
Q2 | $777K | Buy |
+6,211
| New | +$777K | 0.01% | 887 |
|