AssetMark Inc’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 | $5.7K | Buy |
75
+15
| +25% | +$1.14K | ﹤0.01% | 2097 |
|
|
2025
Q1 | $6K | Buy |
60
+56
| +1,400% | +$5.6K | ﹤0.01% | 1952 |
|
|
2024
Q4 | $459 | Sell |
4
-5
| -56% | -$574 | ﹤0.01% | 2387 |
|
|
2024
Q3 | $1.35K | Buy |
+9
| New | +$1.35K | ﹤0.01% | 1945 |
|
|
2018
Q1 | – | Sell |
-61
| Closed | -$7K | – | 2030 |
|
|
2017
Q4 | $7K | Buy |
+61
| New | +$7K | ﹤0.01% | 1187 |
|
|
2014
Q3 | – | Sell |
-6
| Closed | -$1K | – | 519 |
|
|
2014
Q2 | $1K | Sell |
6
-4,440
| -100% | -$740K | ﹤0.01% | 475 |
|
|
2014
Q1 | $294K | Buy |
4,446
+14
| +0.3% | +$926 | 0.01% | 341 |
|
|
2013
Q4 | $271K | Buy |
4,432
+46
| +1% | +$2.81K | 0.01% | 343 |
|
|
2013
Q3 | $230K | Buy |
+4,386
| New | +$230K | 0.01% | 339 |
|