Baird Financial Group’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,765
| Closed | -$416K | – | 1821 |
|
|
2024
Q3 | $416K | Sell |
2,765
-200
| -7% | -$30.1K | ﹤0.01% | 1445 |
|
|
2024
Q2 | $429K | Hold |
2,965
| – | – | ﹤0.01% | 1442 |
|
|
2024
Q1 | $453K | Sell |
2,965
-5,711
| -66% | -$873K | ﹤0.01% | 1422 |
|
|
2023
Q4 | $1.21M | Sell |
8,676
-206
| -2% | -$28.8K | ﹤0.01% | 1070 |
|
|
2023
Q3 | $1.11M | Sell |
8,882
-214
| -2% | -$26.7K | ﹤0.01% | 1082 |
|
|
2023
Q2 | $1.09M | Buy |
+9,096
| New | +$1.09M | ﹤0.01% | 1088 |
|
|
2018
Q4 | – | Sell |
-3,207
| Closed | -$268K | – | 1368 |
|
|
2018
Q3 | $268K | Hold |
3,207
| – | – | ﹤0.01% | 1207 |
|
|
2018
Q2 | $345K | Buy |
3,207
+103
| +3% | +$11.1K | ﹤0.01% | 1109 |
|
|
2018
Q1 | $345K | Sell |
3,104
-1,215
| -28% | -$135K | ﹤0.01% | 1096 |
|
|
2017
Q4 | $460K | Sell |
4,319
-1,444
| -25% | -$154K | ﹤0.01% | 1037 |
|
|
2017
Q3 | $479K | Sell |
5,763
-6,177
| -52% | -$513K | ﹤0.01% | 1000 |
|
|
2017
Q2 | $791K | Sell |
11,940
-2,035
| -15% | -$135K | 0.01% | 838 |
|
|
2017
Q1 | $923K | Sell |
13,975
-48,841
| -78% | -$3.23M | 0.01% | 800 |
|
|
2016
Q4 | $3.52M | Buy |
62,816
+3,958
| +7% | +$222K | 0.03% | 447 |
|
|
2016
Q3 | $3.15M | Buy |
58,858
+1,530
| +3% | +$81.9K | 0.03% | 464 |
|
|
2016
Q2 | $2.46M | Sell |
57,328
-1,102
| -2% | -$47.3K | 0.02% | 508 |
|
|
2016
Q1 | $2.71M | Buy |
58,430
+8,962
| +18% | +$415K | 0.03% | 473 |
|
|
2015
Q4 | $2.69M | Buy |
+49,468
| New | +$2.69M | 0.03% | 468 |
|