Creative Planning’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 | $848K | Buy |
11,165
+3,147
| +39% | +$239K | ﹤0.01% | 1996 |
|
|
2025
Q1 | $802K | Buy |
8,018
+1,246
| +18% | +$125K | ﹤0.01% | 1890 |
|
|
2024
Q4 | $776K | Buy |
6,772
+1,130
| +20% | +$130K | ﹤0.01% | 1853 |
|
|
2024
Q3 | $848K | Sell |
5,642
-95
| -2% | -$14.3K | ﹤0.01% | 1649 |
|
|
2024
Q2 | $831K | Buy |
5,737
+250
| +5% | +$36.2K | ﹤0.01% | 1551 |
|
|
2024
Q1 | $838K | Buy |
5,487
+1,022
| +23% | +$156K | ﹤0.01% | 1458 |
|
|
2023
Q4 | $625K | Buy |
4,465
+1,276
| +40% | +$179K | ﹤0.01% | 1538 |
|
|
2023
Q3 | $398K | Buy |
+3,189
| New | +$398K | ﹤0.01% | 1718 |
|
|
2023
Q1 | – | Sell |
-26
| Closed | -$2.67K | – | 2650 |
|
|
2022
Q4 | $2.67K | Buy |
+26
| New | +$2.67K | ﹤0.01% | 2359 |
|
|
2018
Q4 | – | Sell |
-2,739
| Closed | -$228K | – | 1937 |
|
|
2018
Q3 | $228K | Buy |
2,739
+737
| +37% | +$61.3K | ﹤0.01% | 1577 |
|
|
2018
Q2 | $215K | Buy |
2,002
+79
| +4% | +$8.48K | ﹤0.01% | 1585 |
|
|
2018
Q1 | $214K | Buy |
+1,923
| New | +$214K | ﹤0.01% | 1550 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$7K | – | 3607 |
|
|
2017
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 3796 |
|
|
2017
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 3763 |
|
|
2016
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 3802 |
|
|
2016
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 3811 |
|
|
2016
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 3699 |
|
|
2016
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 3558 |
|
|
2015
Q4 | $5K | Sell |
100
-15
| -13% | -$750 | ﹤0.01% | 3639 |
|
|
2015
Q3 | $6K | Buy |
+115
| New | +$6K | ﹤0.01% | 3494 |
|
|
2015
Q2 | – | Sell |
-15
| Closed | -$1K | – | 2886 |
|
|
2015
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 3945 |
|
|
2014
Q4 | – | Sell |
-50
| Closed | -$4K | – | 4196 |
|
|
2014
Q3 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 3350 |
|
|
2014
Q2 | – | Sell |
-200
| Closed | -$13K | – | 3836 |
|
|
2014
Q1 | $13K | Buy |
200
+140
| +233% | +$9.1K | ﹤0.01% | 2599 |
|
|
2013
Q4 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 2931 |
|