Wallace Advisory Group’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 | $271K | Buy |
1,210
+276
| +30% | +$61.8K | 0.2% | 146 |
|
|
2025
Q1 | $306K | Buy |
934
+3
| +0.3% | +$983 | 0.21% | 139 |
|
|
2024
Q4 | $279K | Sell |
931
-12
| -1% | -$3.6K | 0.19% | 145 |
|
|
2024
Q3 | $311K | Sell |
943
-23
| -2% | -$7.58K | 0.23% | 117 |
|
|
2024
Q2 | $318K | Buy |
966
+9
| +0.9% | +$2.97K | 0.23% | 116 |
|
|
2024
Q1 | $337K | Buy |
957
+41
| +4% | +$14.4K | 0.25% | 108 |
|
|
2023
Q4 | $344K | Sell |
916
-117
| -11% | -$43.9K | 0.27% | 97 |
|
|
2023
Q3 | $395K | Sell |
1,033
-10
| -1% | -$3.83K | 0.28% | 96 |
|
|
2023
Q2 | $361K | Hold |
1,043
| – | – | 0.27% | 101 |
|
|
2023
Q1 | $361K | Buy |
1,043
+7
| +0.7% | +$2.43K | 0.27% | 101 |
|
|
2022
Q4 | $244K | Buy |
+1,036
| New | +$244K | 0.19% | 126 |
|