Bell Investment Advisors’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 | $912 | Hold |
12
| – | – | ﹤0.01% | 1615 |
|
|
2025
Q1 | $1.2K | Sell |
12
-4
| -25% | -$400 | ﹤0.01% | 1490 |
|
|
2024
Q4 | $1.84K | Sell |
16
-6
| -27% | -$688 | ﹤0.01% | 1368 |
|
|
2024
Q3 | $3.31K | Hold |
22
| – | – | ﹤0.01% | 1133 |
|
|
2024
Q2 | $3.19K | Hold |
22
| – | – | ﹤0.01% | 1140 |
|
|
2024
Q1 | $3.36K | Hold |
22
| – | – | ﹤0.01% | 1124 |
|
|
2023
Q4 | $3.08K | Sell |
22
-5
| -19% | -$700 | ﹤0.01% | 1133 |
|
|
2023
Q3 | $3.37K | Sell |
27
-3
| -10% | -$374 | ﹤0.01% | 1015 |
|
|
2023
Q2 | $3.59K | Buy |
30
+4
| +15% | +$478 | ﹤0.01% | 996 |
|
|
2023
Q1 | $3.02K | Sell |
26
-41
| -61% | -$4.76K | ﹤0.01% | 1042 |
|
|
2022
Q4 | $6.87K | Buy |
67
+6
| +10% | +$615 | ﹤0.01% | 651 |
|
|
2022
Q3 | $5K | Buy |
61
+6
| +11% | +$492 | ﹤0.01% | 728 |
|
|
2022
Q2 | $5K | Buy |
+55
| New | +$5K | ﹤0.01% | 750 |
|
|
2021
Q4 | $11K | Buy |
111
+50
| +82% | +$4.96K | ﹤0.01% | 474 |
|
|
2021
Q3 | $6K | Buy |
+61
| New | +$6K | ﹤0.01% | 672 |
|