AWAM
WRK
Appian Way Asset Management’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-260,608
| Closed | -$8.05M | – | 37 |
|
|
2022
Q3 | $8.05M | Buy |
+260,608
| New | +$8.05M | 3.53% | 8 |
|
|
2022
Q2 | – | Sell |
-234,900
| Closed | -$11M | – | 51 |
|
|
2022
Q1 | $11M | Buy |
+234,900
| New | +$11M | 5.02% | 5 |
|
|
2021
Q1 | – | Sell |
-126,141
| Closed | -$5.49M | – | 84 |
|
|
2020
Q4 | $5.49M | Buy |
+126,141
| New | +$5.49M | 2.69% | 10 |
|
|
2020
Q3 | – | Sell |
-162,167
| Closed | -$4.58M | – | 68 |
|
|
2020
Q2 | $4.58M | Buy |
+162,167
| New | +$4.58M | 2.22% | 15 |
|
|
2020
Q1 | – | Sell |
-223,668
| Closed | -$9.6M | – | 59 |
|
|
2019
Q4 | $9.6M | Buy |
+223,668
| New | +$9.6M | 4.62% | 8 |
|