Carson Wealth (CWM LLC)’s Westlake Corp WLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43K | Buy |
567
+200
| +54% | +$15.2K | ﹤0.01% | 3402 |
|
|
2025
Q1 | $37K | Sell |
367
-94
| -20% | -$9.48K | ﹤0.01% | 3230 |
|
|
2024
Q4 | $53K | Buy |
461
+114
| +33% | +$13.1K | ﹤0.01% | 2759 |
|
|
2024
Q3 | $52K | Sell |
347
-3
| -0.9% | -$450 | ﹤0.01% | 2665 |
|
|
2024
Q2 | $51K | Buy |
350
+13
| +4% | +$1.89K | ﹤0.01% | 2468 |
|
|
2024
Q1 | $52K | Buy |
337
+51
| +18% | +$7.87K | ﹤0.01% | 2278 |
|
|
2023
Q4 | $40K | Buy |
286
+23
| +9% | +$3.22K | ﹤0.01% | 2319 |
|
|
2023
Q3 | $33K | Sell |
263
-16
| -6% | -$2.01K | ﹤0.01% | 2355 |
|
|
2023
Q2 | $33K | Buy |
279
+148
| +113% | +$17.5K | ﹤0.01% | 2297 |
|
|
2023
Q1 | $15K | Buy |
131
+2
| +2% | +$229 | ﹤0.01% | 2717 |
|
|
2022
Q4 | $13K | Buy |
129
+34
| +36% | +$3.43K | ﹤0.01% | 2670 |
|
|
2022
Q3 | $8K | Sell |
95
-587
| -86% | -$49.4K | ﹤0.01% | 2858 |
|
|
2022
Q2 | $67K | Buy |
682
+672
| +6,720% | +$66K | ﹤0.01% | 1489 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 3418 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 3380 |
|
|
2021
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 2834 |
|
|
2021
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 2834 |
|
|
2020
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 2834 |
|
|
2020
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 2834 |
|
|
2020
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 2834 |
|
|
2020
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 2834 |
|
|
2019
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 2834 |
|
|
2019
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 2834 |
|
|
2019
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 2834 |
|
|
2019
Q1 | $1K | Sell |
10
-16
| -62% | -$1.6K | ﹤0.01% | 2834 |
|
|
2018
Q4 | $2K | Sell |
26
-364
| -93% | -$28K | ﹤0.01% | 1802 |
|
|
2018
Q3 | $32K | Buy |
+390
| New | +$32K | ﹤0.01% | 844 |
|