Number of Shares
27,615.00
Current Holdings Value*
$6.18 Mil
% of Portfolio
1.72%
Total Estimate Gain
$-2.66 Mil
% of Total Estimate Gain
-30.37%

Blue Zone Wealth Advisors, LLC's West Pharmaceutical Services Inc Holding Summary

As of 2025-03-31, Blue Zone Wealth Advisors, LLC held 27,615.00 shares of West Pharmaceutical Services Inc(WST), totaling $6.18 Mil. This investment constitutes 1.72% of their stock portfolio, and Blue Zone Wealth Advisors, LLC now holds 0.04% of the outstanding West Pharmaceutical Services Inc(WST) stock.

The initial trade took place in 2024Q1. And since then Blue Zone Wealth Advisors, LLC has made 5 purchases of WST, at an average price of $317.48, for a total of 27,615.00 shares. Based on historical transaction data and WST's current price of $221.05, Blue Zone Wealth Advisors, LLC's estimated gain on his WST holdings is $-2.66 Mil, reflecting a -30.37% gain to date.

Blue Zone Wealth Advisors, LLC WST ($221.05) Holding Chart

Blue Zone Wealth Advisors, LLC WST ($221.05) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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