Corient Private Wealth’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 | $1.36M | Buy |
17,926
+6,242
| +53% | +$474K | ﹤0.01% | 1277 |
|
|
2025
Q1 | $1.17M | Buy |
11,684
+1,123
| +11% | +$112K | ﹤0.01% | 1215 |
|
|
2024
Q4 | $1.21M | Sell |
10,561
-3,026
| -22% | -$347K | ﹤0.01% | 1233 |
|
|
2024
Q3 | $2.04M | Buy |
13,587
+274
| +2% | +$41.2K | ﹤0.01% | 1065 |
|
|
2024
Q2 | $1.93M | Sell |
13,313
-455
| -3% | -$65.9K | ﹤0.01% | 1033 |
|
|
2024
Q1 | $2.1M | Sell |
13,768
-1,956
| -12% | -$299K | ﹤0.01% | 993 |
|
|
2023
Q4 | $2.2M | Sell |
15,724
-806
| -5% | -$113K | ﹤0.01% | 957 |
|
|
2023
Q3 | $2.06M | Buy |
16,530
+26
| +0.2% | +$3.24K | ﹤0.01% | 902 |
|
|
2023
Q2 | $1.97M | Sell |
16,504
-517
| -3% | -$61.8K | ﹤0.01% | 902 |
|
|
2023
Q1 | $1.97M | Buy |
17,021
+905
| +6% | +$105K | 0.01% | 841 |
|
|
2022
Q4 | $1.65M | Buy |
+16,116
| New | +$1.65M | 0.01% | 763 |
|