Burt Wealth Advisors WST Holdings History
Burt Wealth Advisors's West Pharmaceutical Services Inc Holding Summary
As of 2025-06-30, Burt Wealth Advisors held 19,063.00 shares of West Pharmaceutical Services Inc(WST), totaling $4.17 Mil. This investment constitutes 0.95% of their stock portfolio, and Burt Wealth Advisors now holds 0.03% of the outstanding West Pharmaceutical Services Inc(WST) stock.
The initial trade took place in 2015Q4. And since then Burt Wealth Advisors has made 3 purchases of WST, at an average price of $192.22, for a total of 23,191.00 shares. In addition, there have been 2 sales at an average price of $154.40 for 4,128.00 shares. Based on historical transaction data and WST's current price of $210.89, Burt Wealth Advisors's estimated gain on his WST holdings is $199,669.66, reflecting a 4.48% gain to date.
Burt Wealth Advisors WST ($210.89) Holding Chart
Burt Wealth Advisors WST ($210.89) 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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