Creative Planning’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.4M | Buy |
11,961
+4,276
| +56% | +$415K | ﹤0.01% | 2193 |
|
|
2025
Q4 | $568K | Sell |
7,685
-5,644
| -42% | -$402K | ﹤0.01% | 2727 |
|
|
2025
Q3 | $1.03M | Buy |
13,329
+2,164
| +19% | +$180K | ﹤0.01% | 2089 |
|
|
2025
Q2 | $848K | Buy |
11,165
+3,147
| +39% | +$258K | ﹤0.01% | 2001 |
|
|
2025
Q1 | $802K | Buy |
8,018
+1,246
| +18% | +$138K | ﹤0.01% | 1895 |
|
|
2024
Q4 | $776K | Buy |
6,772
+1,130
| +20% | +$147K | ﹤0.01% | 1858 |
|
|
2024
Q3 | $848K | Sell |
5,642
-95
| -2% | -$13.7K | ﹤0.01% | 1649 |
|
|
2024
Q2 | $831K | Buy |
5,737
+250
| +5% | +$38.4K | ﹤0.01% | 1556 |
|
|
2024
Q1 | $838K | Buy |
5,487
+1,022
| +23% | +$144K | ﹤0.01% | 1463 |
|
|
2023
Q4 | $625K | Buy |
4,465
+1,276
| +40% | +$162K | ﹤0.01% | 1542 |
|
|
2023
Q3 | $398K | Buy |
+3,189
| New | +$409K | ﹤0.01% | 1722 |
|
|
2023
Q1 | – | Sell |
-26
| Closed | -$2.67K | – | 2791 |
|
|
2022
Q4 | $2.67K | Buy |
+26
| New | +$2.62K | ﹤0.01% | 2415 |
|
|
2018
Q4 | – | Sell |
-2,739
| Closed | -$228K | – | 2123 |
|
|
2018
Q3 | $228K | Buy |
2,739
+737
| +37% | +$72.1K | ﹤0.01% | 1589 |
|
|
2018
Q2 | $215K | Buy |
2,002
+79
| +4% | +$8.86K | ﹤0.01% | 1600 |
|
|
2018
Q1 | $214K | Buy |
+1,923
| New | +$214K | ﹤0.01% | 1563 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$7K | – | 3717 |
|
|
2017
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 3848 |
|
|
2017
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 3815 |
|
|
2016
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 3878 |
|
|
2016
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 3905 |
|
|
2016
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 3782 |
|
|
2016
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 3612 |
|
|
2015
Q4 | $5K | Sell |
100
-15
| -13% | -$869 | ﹤0.01% | 3704 |
|
|
2015
Q3 | $6K | Buy |
+115
| New | +$6.71K | ﹤0.01% | 3539 |
|
|
2015
Q2 | – | Sell |
-15
| Closed | -$1K | – | 3028 |
|
|
2015
Q1 | $1K | Buy |
+15
| New | +$961 | ﹤0.01% | 4084 |
|
|
2014
Q4 | – | Sell |
-50
| Closed | -$4K | – | 4372 |
|
|
2014
Q3 | $4K | Buy |
+50
| New | +$4.52K | ﹤0.01% | 3422 |
|
|
2014
Q2 | – | Sell |
-200
| Closed | -$13K | – | 3984 |
|
|
2014
Q1 | $13K | Buy |
200
+140
| +233% | +$8.9K | ﹤0.01% | 2639 |
|
|
2013
Q4 | $4K | Buy |
+60
| New | +$3.37K | ﹤0.01% | 2931 |
|
Other funds holding WLK
OAG
BIP
VPM
VCM
