VWM
Venturi Wealth Management’s West Pharmaceutical WST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Buy |
3,420
+215
| +7% | +$47K | 0.04% | 247 |
|
|
2025
Q1 | $718K | Buy |
3,205
+334
| +12% | +$74.8K | 0.04% | 259 |
|
|
2024
Q4 | $940K | Sell |
2,871
-221
| -7% | -$72.4K | 0.05% | 215 |
|
|
2024
Q3 | $928K | Buy |
3,092
+368
| +14% | +$110K | 0.05% | 204 |
|
|
2024
Q2 | $897K | Sell |
2,724
-135
| -5% | -$44.5K | 0.05% | 197 |
|
|
2024
Q1 | $1.13M | Sell |
2,859
-55
| -2% | -$21.8K | 0.07% | 166 |
|
|
2023
Q4 | $1.03M | Sell |
2,914
-212
| -7% | -$74.7K | 0.07% | 163 |
|
|
2023
Q3 | $1.17M | Sell |
3,126
-185
| -6% | -$69.4K | 0.09% | 133 |
|
|
2023
Q2 | $1.27M | Sell |
3,311
-275
| -8% | -$105K | 0.1% | 114 |
|
|
2023
Q1 | $1.24M | Sell |
3,586
-255
| -7% | -$88.4K | 0.1% | 121 |
|
|
2022
Q4 | $904K | Buy |
3,841
+1,030
| +37% | +$242K | 0.08% | 178 |
|
|
2022
Q3 | $692K | Buy |
2,811
+356
| +15% | +$87.6K | 0.07% | 195 |
|
|
2022
Q2 | $742K | Buy |
2,455
+44
| +2% | +$13.3K | 0.07% | 180 |
|
|
2022
Q1 | $990K | Buy |
2,411
+62
| +3% | +$25.5K | 0.08% | 161 |
|
|
2021
Q4 | $1.1M | Sell |
2,349
-73
| -3% | -$34.2K | 0.08% | 151 |
|
|
2021
Q3 | $1.03M | Sell |
2,422
-393
| -14% | -$167K | 0.09% | 155 |
|
|
2021
Q2 | $1.01M | Sell |
2,815
-815
| -22% | -$293K | 0.09% | 150 |
|
|
2021
Q1 | $1.02M | Sell |
3,630
-113
| -3% | -$31.8K | 0.1% | 151 |
|
|
2020
Q4 | $1.06M | Sell |
3,743
-35
| -0.9% | -$9.91K | 0.11% | 139 |
|
|
2020
Q3 | $1.04M | Buy |
3,778
+1,244
| +49% | +$342K | 0.12% | 124 |
|
|
2020
Q2 | $576K | Buy |
+2,534
| New | +$576K | 0.08% | 172 |
|