AE Wealth Management’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,259
| Closed | -$315K | – | 1346 |
|
|
2024
Q2 | $315K | Sell |
6,259
-36
| -0.6% | -$1.81K | ﹤0.01% | 1017 |
|
|
2024
Q1 | $311K | Sell |
6,295
-3,784
| -38% | -$187K | ﹤0.01% | 953 |
|
|
2023
Q4 | $427K | Sell |
10,079
-6,682
| -40% | -$283K | ﹤0.01% | 1533 |
|
|
2023
Q3 | $600K | Buy |
16,761
+7,300
| +77% | +$261K | ﹤0.01% | 1286 |
|
|
2023
Q2 | $275K | Buy |
9,461
+2,567
| +37% | +$74.6K | ﹤0.01% | 1642 |
|
|
2023
Q1 | $210K | Buy |
6,894
+743
| +12% | +$22.6K | ﹤0.01% | 1713 |
|
|
2022
Q4 | $216K | Buy |
+6,151
| New | +$216K | ﹤0.01% | 1634 |
|
|
2022
Q3 | – | Sell |
-168,519
| Closed | -$6.71M | – | 1894 |
|
|
2022
Q2 | $6.71M | Buy |
168,519
+66,548
| +65% | +$2.65M | 0.05% | 359 |
|
|
2022
Q1 | $4.8M | Buy |
101,971
+23,489
| +30% | +$1.1M | 0.03% | 450 |
|
|
2021
Q4 | $3.48M | Sell |
78,482
-13,329
| -15% | -$591K | 0.02% | 526 |
|
|
2021
Q3 | $4.58M | Buy |
91,811
+17,897
| +24% | +$892K | 0.04% | 403 |
|
|
2021
Q2 | $3.93M | Buy |
73,914
+42,597
| +136% | +$2.27M | 0.03% | 434 |
|
|
2021
Q1 | $1.63M | Buy |
31,317
+4,686
| +18% | +$244K | 0.02% | 619 |
|
|
2020
Q4 | $1.16M | Sell |
26,631
-5,046
| -16% | -$220K | 0.01% | 668 |
|
|
2020
Q3 | $1.1M | Buy |
31,677
+1,904
| +6% | +$66.1K | 0.02% | 610 |
|
|
2020
Q2 | $841K | Buy |
+29,773
| New | +$841K | 0.01% | 679 |
|
|
2018
Q2 | – | Sell |
-15,223
| Closed | -$977K | – | 486 |
|
|
2018
Q1 | $977K | Sell |
15,223
-503
| -3% | -$32.3K | 0.08% | 173 |
|
|
2017
Q4 | $994K | Buy |
+15,726
| New | +$994K | 0.09% | 166 |
|