WR Wealth Planners’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.31K | Hold |
4
| – | – | ﹤0.01% | 903 |
|
|
2024
Q3 | $1.2K | Sell |
4
-1,226
| -100% | -$368K | ﹤0.01% | 956 |
|
|
2024
Q2 | $405K | Buy |
1,230
+50
| +4% | +$16.5K | 0.12% | 109 |
|
|
2024
Q1 | $467K | Buy |
1,180
+15
| +1% | +$5.94K | 0.15% | 99 |
|
|
2023
Q4 | $410K | Buy |
1,165
+141
| +14% | +$49.6K | 0.15% | 122 |
|
|
2023
Q3 | $384K | Sell |
1,024
-168
| -14% | -$63K | 0.15% | 113 |
|
|
2023
Q2 | $456K | Buy |
1,192
+43
| +4% | +$16.4K | 0.18% | 95 |
|
|
2023
Q1 | $398K | Buy |
1,149
+43
| +4% | +$14.9K | 0.17% | 97 |
|
|
2022
Q4 | $260K | Buy |
1,106
+17
| +2% | +$4K | 0.16% | 96 |
|
|
2022
Q3 | $268K | Buy |
1,089
+80
| +8% | +$19.7K | 0.19% | 85 |
|
|
2022
Q2 | $305K | Buy |
1,009
+132
| +15% | +$39.9K | 0.2% | 81 |
|
|
2022
Q1 | $360K | Buy |
+877
| New | +$360K | 0.21% | 79 |
|