WMG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-531
| Closed | -$210K | – | 172 |
|
|
2024
Q1 | $210K | Buy |
+531
| New | +$210K | 0.12% | 136 |
|
|
2023
Q3 | – | Sell |
-531
| Closed | -$203K | – | 125 |
|
|
2023
Q2 | $203K | Buy |
+531
| New | +$203K | 0.15% | 114 |
|
|
2022
Q2 | – | Sell |
-531
| Closed | -$218K | – | 185 |
|
|
2022
Q1 | $218K | Hold |
531
| – | – | 0.16% | 158 |
|
|
2021
Q4 | $249K | Buy |
+531
| New | +$249K | 0.19% | 137 |
|