Center for Financial Planning’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 |
-1,479
| Closed | -$74.3K | – | 616 |
|
|
2024
Q2 | $74.3K | Hold |
1,479
| – | – | 0.01% | 200 |
|
|
2024
Q1 | $73.1K | Hold |
1,479
| – | – | 0.01% | 201 |
|
|
2023
Q4 | $61.4K | Hold |
1,479
| – | – | 0.01% | 204 |
|
|
2023
Q3 | $52.9K | Hold |
1,479
| – | – | 0.01% | 210 |
|
|
2023
Q2 | $43K | Hold |
1,479
| – | – | 0.01% | 247 |
|
|
2023
Q1 | $45.1K | Hold |
1,479
| – | – | 0.01% | 226 |
|
|
2022
Q4 | $52K | Hold |
1,479
| – | – | 0.01% | 214 |
|
|
2022
Q3 | $46K | Sell |
1,479
-345
| -19% | -$10.7K | 0.01% | 217 |
|
|
2022
Q2 | $73K | Buy |
1,824
+1,479
| +429% | +$59.2K | 0.02% | 184 |
|
|
2022
Q1 | $16K | Hold |
345
| – | – | ﹤0.01% | 331 |
|
|
2021
Q4 | $15K | Hold |
345
| – | – | ﹤0.01% | 343 |
|
|
2021
Q3 | $17K | Hold |
345
| – | – | ﹤0.01% | 320 |
|
|
2021
Q2 | $18K | Hold |
345
| – | – | ﹤0.01% | 314 |
|
|
2021
Q1 | $18K | Hold |
345
| – | – | ﹤0.01% | 321 |
|
|
2020
Q4 | $15K | Hold |
345
| – | – | ﹤0.01% | 313 |
|
|
2020
Q3 | $12K | Buy |
+345
| New | +$12K | ﹤0.01% | 298 |
|
|
2020
Q2 | – | Sell |
-104
| Closed | -$3K | – | 599 |
|
|
2020
Q1 | $3K | Hold |
104
| – | – | ﹤0.01% | 476 |
|
|
2019
Q4 | $4K | Buy |
+104
| New | +$4K | ﹤0.01% | 393 |
|