CAPTRUST Financial 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 | $314K | Buy |
4,129
+903
| +28% | +$68.6K | ﹤0.01% | 2024 |
|
|
2025
Q1 | $323K | Buy |
3,226
+10
| +0.3% | +$1K | ﹤0.01% | 1895 |
|
|
2024
Q4 | $369K | Buy |
3,216
+21
| +0.7% | +$2.41K | ﹤0.01% | 1784 |
|
|
2024
Q3 | $480K | Buy |
3,195
+17
| +0.5% | +$2.56K | ﹤0.01% | 1595 |
|
|
2024
Q2 | $460K | Sell |
3,178
-22
| -0.7% | -$3.19K | ﹤0.01% | 1549 |
|
|
2024
Q1 | $489K | Sell |
3,200
-1,211
| -27% | -$185K | ﹤0.01% | 1493 |
|
|
2023
Q4 | $617K | Sell |
4,411
-210
| -5% | -$29.4K | ﹤0.01% | 1587 |
|
|
2023
Q3 | $576K | Sell |
4,621
-332
| -7% | -$41.4K | ﹤0.01% | 1559 |
|
|
2023
Q2 | $592K | Buy |
4,953
+637
| +15% | +$76.1K | ﹤0.01% | 1529 |
|
|
2023
Q1 | $501K | Buy |
4,316
+79
| +2% | +$9.16K | ﹤0.01% | 1408 |
|
|
2022
Q4 | $434K | Sell |
4,237
-310
| -7% | -$31.8K | ﹤0.01% | 1411 |
|
|
2022
Q3 | $395K | Sell |
4,547
-732
| -14% | -$63.6K | ﹤0.01% | 1372 |
|
|
2022
Q2 | $517K | Sell |
5,279
-345
| -6% | -$33.8K | ﹤0.01% | 1130 |
|
|
2022
Q1 | $694K | Buy |
5,624
+4,823
| +602% | +$595K | ﹤0.01% | 998 |
|
|
2021
Q4 | $78K | Buy |
801
+146
| +22% | +$14.2K | ﹤0.01% | 2348 |
|
|
2021
Q3 | $60K | Sell |
655
-842
| -56% | -$77.1K | ﹤0.01% | 2458 |
|
|
2021
Q2 | $135K | Sell |
1,497
-100
| -6% | -$9.02K | ﹤0.01% | 1795 |
|
|
2021
Q1 | $142K | Buy |
1,597
+1,572
| +6,288% | +$140K | ﹤0.01% | 1721 |
|
|
2020
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 3165 |
|
|
2020
Q3 | $2K | Sell |
25
-225
| -90% | -$18K | ﹤0.01% | 2816 |
|
|
2020
Q2 | $13K | Buy |
+250
| New | +$13K | ﹤0.01% | 2106 |
|