Allworth Financial’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $111K | Buy |
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|
2025
Q2 | $107K | Buy |
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|
2025
Q1 | $87.4K | Buy |
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|
2024
Q4 | $45.3K | Buy |
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|
2024
Q3 | $902 | Hold |
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|
2024
Q2 | $874 | Hold |
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|
2024
Q1 | $917 | Sell |
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|
2023
Q4 | $1.4K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $464 | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Sell |
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|
2022
Q1 | $27K | Buy |
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