Allworth Financial’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Buy |
1,409
+487
| +53% | +$37K | ﹤0.01% | 1497 |
|
|
2025
Q1 | $87.4K | Buy |
922
+537
| +139% | +$50.9K | ﹤0.01% | 1285 |
|
|
2024
Q4 | $45.3K | Buy |
385
+379
| +6,317% | +$44.6K | ﹤0.01% | 1620 |
|
|
2024
Q3 | $902 | Hold |
6
| – | – | ﹤0.01% | 3259 |
|
|
2024
Q2 | $874 | Hold |
6
| – | – | ﹤0.01% | 3207 |
|
|
2024
Q1 | $917 | Sell |
6
-4
| -40% | -$611 | ﹤0.01% | 3108 |
|
|
2023
Q4 | $1.4K | Buy |
+10
| New | +$1.4K | ﹤0.01% | 2831 |
|
|
2023
Q2 | – | Sell |
-4
| Closed | -$464 | – | 3397 |
|
|
2023
Q1 | $464 | Buy |
+4
| New | +$464 | ﹤0.01% | 2856 |
|
|
2022
Q4 | – | Sell |
-5
| Closed | – | – | 3216 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 3146 |
|
|
2022
Q2 | $0 | Sell |
5
-217
| -98% | – | ﹤0.01% | 2863 |
|
|
2022
Q1 | $27K | Buy |
+222
| New | +$27K | ﹤0.01% | 1132 |
|