Ownership history in Burt Wealth Advisors · 23 quarters on record
This page tracks every 13F SEC filing in which Burt Wealth Advisors reported a position in WEST PHARM SRVC INC (WST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 18,109 | -954 | -5.0% | 1.17% | $4.8M | $261.88 |
| 2025 Q2 | ADDED | 19,063 | +19,058 | +381160.0% | 0.95% | $4.2M | $218.25 |
| 2020 Q4 | UNCHANGED | 5 | — | 0% | 0.00% | $1K | $279.57 |
| 2020 Q3 | UNCHANGED | 5 | — | 0% | 0.00% | $1K | $271.11 |
| 2020 Q2 | UNCHANGED | 5 | — | 0% | 0.00% | $1K | $223.91 |
| 2020 Q1 | REDUCED | 5 | -4,123 | -99.9% | 0.00% | $1K | $149.92 |
| 2019 Q4 | UNCHANGED | 4,128 | — | 0% | 0.24% | $621K | $147.88 |
| 2019 Q3 | UNCHANGED | 4,128 | — | 0% | 0.24% | $585K | $139.35 |
| 2019 Q2 | UNCHANGED | 4,128 | — | 0% | 0.23% | $517K | $122.82 |
| 2019 Q1 | UNCHANGED | 4,128 | — | 0% | 0.21% | $455K | $108.01 |
As of 2025 Q4 — sorted by position size