Commonwealth Equity Services’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 | – | Sell |
-3,835
| Closed | -$384K | – | 4366 |
|
|
2025
Q1 | $384K | Buy |
3,835
+463
| +14% | +$46.4K | ﹤0.01% | 3261 |
|
|
2024
Q4 | $387K | Sell |
3,372
-894
| -21% | -$103K | ﹤0.01% | 3182 |
|
|
2024
Q3 | $641K | Buy |
4,266
+387
| +10% | +$58.2K | ﹤0.01% | 2697 |
|
|
2024
Q2 | $562K | Buy |
3,879
+9
| +0.2% | +$1.3K | ﹤0.01% | 2738 |
|
|
2024
Q1 | $591K | Buy |
3,870
+5
| +0.1% | +$764 | ﹤0.01% | 2682 |
|
|
2023
Q4 | $541K | Buy |
3,865
+1,550
| +67% | +$217K | ﹤0.01% | 2641 |
|
|
2023
Q3 | $289K | Buy |
2,315
+60
| +3% | +$7.49K | ﹤0.01% | 3073 |
|
|
2023
Q2 | $269K | Buy |
2,255
+7
| +0.3% | +$835 | ﹤0.01% | 3142 |
|
|
2023
Q1 | $260 | Hold |
2,248
| – | – | ﹤0.01% | 3084 |
|
|
2022
Q4 | $230K | Buy |
+2,248
| New | +$230K | ﹤0.01% | 3105 |
|
|
2022
Q3 | – | Sell |
-2,296
| Closed | -$225K | – | 3771 |
|
|
2022
Q2 | $225K | Buy |
2,296
+634
| +38% | +$62.1K | ﹤0.01% | 3097 |
|
|
2022
Q1 | $205K | Buy |
+1,662
| New | +$205K | ﹤0.01% | 3319 |
|