Welch & Forbes’s Versum Materials, Inc. VSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,231
| Closed | -$224K | – | 360 |
|
|
2019
Q3 | $224K | Hold |
4,231
| – | – | 0.01% | 335 |
|
|
2019
Q2 | $218K | Sell |
4,231
-5,276
| -55% | -$272K | 0.01% | 328 |
|
|
2019
Q1 | $478K | Sell |
9,507
-125
| -1% | -$4.98K | 0.01% | 259 |
|
|
2018
Q4 | $267K | Hold |
9,632
| – | – | 0.01% | 303 |
|
|
2018
Q3 | $347K | Sell |
9,632
-125
| -1% | -$4.71K | 0.01% | 289 |
|
|
2018
Q2 | $362K | Sell |
9,757
-3,232
| -25% | -$123K | 0.01% | 285 |
|
|
2018
Q1 | $489K | Sell |
12,989
-334
| -3% | -$12.7K | 0.01% | 251 |
|
|
2017
Q4 | $504K | Sell |
13,323
-1,282
| -9% | -$50K | 0.01% | 240 |
|
|
2017
Q3 | $567K | Sell |
14,605
-1,375
| -9% | -$49.2K | 0.01% | 228 |
|
|
2017
Q2 | $519K | Sell |
15,980
-1,050
| -6% | -$32.8K | 0.01% | 236 |
|
|
2017
Q1 | $521K | Sell |
17,030
-2,208
| -11% | -$64.5K | 0.01% | 234 |
|
|
2016
Q4 | $540K | Buy |
+19,238
| New | +$479K | 0.02% | 228 |
|
Welch & Forbes's VSM Position: Q4 2019 in Review
Welch & Forbes sold out of Versum Materials, Inc. (VSM) in Q4 2019, closing a stake of 4,231 shares — an estimated $224K sold.
Welch & Forbes first reported a position in VSM in Q4 2016 and held it in 12 quarters. The position peaked at $567K in Q3 2017. 0 funds tracked by Wall St. Rank hold VSM as of Q4 2019.
- Welch & Forbes reported no remaining Versum Materials, Inc. position as of Q4 2019 after selling out during the quarter.
- Welch & Forbes sold 4,231 Versum Materials, Inc. shares in Q4 2019, an estimated $224K.
- Welch & Forbes first reported a position in Versum Materials, Inc. in Q4 2016 and held it in 12 quarters.
- Welch & Forbes's Versum Materials, Inc. position peaked at $567K in Q3 2017.
- 0 funds tracked by Wall St. Rank held Versum Materials, Inc. as of Q4 2019.
Based on Welch & Forbes's 13F filing for Q4 2019, filed 17 Jan 2020.