Cerity Partners’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 | $6.59M | Buy |
86,793
+11,865
| +16% | +$901K | 0.01% | 695 |
|
|
2025
Q1 | $7.5M | Sell |
74,928
-7,685
| -9% | -$769K | 0.02% | 587 |
|
|
2024
Q4 | $12.4M | Sell |
82,613
-59,338
| -42% | -$8.91M | 0.03% | 428 |
|
|
2024
Q3 | $21.3M | Buy |
141,951
+79,815
| +128% | +$12M | 0.05% | 303 |
|
|
2024
Q2 | $9M | Sell |
62,136
-81,972
| -57% | -$11.9M | 0.02% | 446 |
|
|
2024
Q1 | $22M | Buy |
144,108
+83,432
| +138% | +$12.7M | 0.06% | 275 |
|
|
2023
Q4 | $8.49M | Buy |
+60,676
| New | +$8.49M | 0.03% | 399 |
|
|
2023
Q3 | – | Sell |
-61,440
| Closed | -$7.34M | – | 1724 |
|
|
2023
Q2 | $7.34M | Sell |
61,440
-452
| -0.7% | -$54K | 0.03% | 408 |
|
|
2023
Q1 | $7.18M | Buy |
+61,892
| New | +$7.18M | 0.02% | 423 |
|
|
2017
Q3 | – | Sell |
-25,314
| Closed | -$482K | – | 573 |
|
|
2017
Q2 | $482K | Buy |
25,314
+20,992
| +486% | +$400K | 0.04% | 232 |
|
|
2017
Q1 | $285K | Buy |
+4,322
| New | +$285K | 0.02% | 349 |
|