Baird Financial Group’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,451
| Closed | -$324K | – | 1848 |
|
|
2024
Q2 | $324K | Buy |
6,451
+982
| +18% | +$49.4K | ﹤0.01% | 1535 |
|
|
2024
Q1 | $270K | Sell |
5,469
-93
| -2% | -$4.6K | ﹤0.01% | 1589 |
|
|
2023
Q4 | $231K | Sell |
5,562
-640
| -10% | -$26.6K | ﹤0.01% | 1597 |
|
|
2023
Q3 | $222K | Buy |
+6,202
| New | +$222K | ﹤0.01% | 1594 |
|
|
2023
Q1 | – | Sell |
-23,033
| Closed | -$810K | – | 1770 |
|
|
2022
Q4 | $810K | Sell |
23,033
-6,763
| -23% | -$238K | ﹤0.01% | 1124 |
|
|
2022
Q3 | $920K | Buy |
29,796
+2,721
| +10% | +$84K | ﹤0.01% | 1083 |
|
|
2022
Q2 | $1.08M | Sell |
27,075
-260
| -1% | -$10.4K | ﹤0.01% | 1054 |
|
|
2022
Q1 | $1.29M | Buy |
27,335
+22,268
| +439% | +$1.05M | ﹤0.01% | 1046 |
|
|
2021
Q4 | $225K | Buy |
5,067
+5
| +0.1% | +$222 | ﹤0.01% | 1784 |
|
|
2021
Q3 | $252K | Buy |
5,062
+50
| +1% | +$2.49K | ﹤0.01% | 1728 |
|
|
2021
Q2 | $267K | Sell |
5,012
-164
| -3% | -$8.74K | ﹤0.01% | 1605 |
|
|
2021
Q1 | $270K | Sell |
5,176
-378
| -7% | -$19.7K | ﹤0.01% | 1550 |
|
|
2020
Q4 | $241K | Buy |
+5,554
| New | +$241K | ﹤0.01% | 1449 |
|