Envestnet Asset Management’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 | $1.55M | Sell |
20,396
-6,139
| -23% | -$466K | ﹤0.01% | 3000 |
|
|
2025
Q1 | $2.65M | Buy |
26,535
+8,258
| +45% | +$826K | ﹤0.01% | 2541 |
|
|
2024
Q4 | $2.1M | Sell |
18,277
-4,300
| -19% | -$493K | ﹤0.01% | 2661 |
|
|
2024
Q3 | $3.39M | Sell |
22,577
-21,617
| -49% | -$3.25M | ﹤0.01% | 2344 |
|
|
2024
Q2 | $6.4M | Buy |
44,194
+20,913
| +90% | +$3.03M | ﹤0.01% | 1850 |
|
|
2024
Q1 | $3.56M | Buy |
23,281
+670
| +3% | +$102K | ﹤0.01% | 2214 |
|
|
2023
Q4 | $3.16M | Buy |
22,611
+1,093
| +5% | +$153K | ﹤0.01% | 2187 |
|
|
2023
Q3 | $2.68M | Sell |
21,518
-23,712
| -52% | -$2.96M | ﹤0.01% | 2208 |
|
|
2023
Q2 | $5.4M | Sell |
45,230
-508,856
| -92% | -$60.8M | ﹤0.01% | 1663 |
|
|
2023
Q1 | $4.87M | Buy |
554,086
+501,774
| +959% | +$4.41M | ﹤0.01% | 1670 |
|
|
2022
Q4 | $5.36M | Buy |
52,312
+4,225
| +9% | +$433K | ﹤0.01% | 1553 |
|
|
2022
Q3 | $4.18M | Sell |
48,087
-421
| -0.9% | -$36.6K | ﹤0.01% | 1622 |
|
|
2022
Q2 | $4.76M | Buy |
48,508
+17,540
| +57% | +$1.72M | ﹤0.01% | 1550 |
|
|
2022
Q1 | $3.82M | Buy |
30,968
+656
| +2% | +$80.9K | ﹤0.01% | 1767 |
|
|
2021
Q4 | $2.94M | Sell |
30,312
-2,597
| -8% | -$252K | ﹤0.01% | 1919 |
|
|
2021
Q3 | $3M | Buy |
32,909
+3,010
| +10% | +$274K | ﹤0.01% | 1836 |
|
|
2021
Q2 | $2.69M | Buy |
29,899
+927
| +3% | +$83.5K | ﹤0.01% | 1875 |
|
|
2021
Q1 | $2.57M | Buy |
28,972
+9,577
| +49% | +$850K | ﹤0.01% | 1794 |
|
|
2020
Q4 | $1.58M | Sell |
19,395
-674
| -3% | -$55K | ﹤0.01% | 1907 |
|
|
2020
Q3 | $1.27M | Buy |
20,069
+3,468
| +21% | +$219K | ﹤0.01% | 1875 |
|
|
2020
Q2 | $891K | Sell |
16,601
-1,123
| -6% | -$60.3K | ﹤0.01% | 2039 |
|
|
2020
Q1 | $677K | Buy |
17,724
+10,103
| +133% | +$386K | ﹤0.01% | 2043 |
|
|
2019
Q4 | $535K | Sell |
7,621
-5,410
| -42% | -$380K | ﹤0.01% | 2416 |
|
|
2019
Q3 | $854K | Sell |
13,031
-169
| -1% | -$11.1K | ﹤0.01% | 2048 |
|
|
2019
Q2 | $917K | Sell |
13,200
-2,679
| -17% | -$186K | ﹤0.01% | 2001 |
|
|
2019
Q1 | $1.08M | Sell |
15,879
-4,444
| -22% | -$302K | ﹤0.01% | 1868 |
|
|
2018
Q4 | $1.35M | Buy |
+20,323
| New | +$1.35M | ﹤0.01% | 1555 |
|
|
2018
Q3 | – | Sell |
-222
| Closed | -$23K | – | 2631 |
|
|
2018
Q2 | $23K | Sell |
222
-131
| -37% | -$13.6K | ﹤0.01% | 2397 |
|
|
2018
Q1 | $37K | Sell |
353
-117
| -25% | -$12.3K | ﹤0.01% | 2230 |
|
|
2017
Q4 | $50K | Sell |
470
-3
| -0.6% | -$319 | ﹤0.01% | 2321 |
|
|
2017
Q3 | $39K | Buy |
473
+8
| +2% | +$660 | ﹤0.01% | 2347 |
|
|
2017
Q2 | $31K | Buy |
465
+185
| +66% | +$12.3K | ﹤0.01% | 2496 |
|
|
2017
Q1 | $19K | Sell |
280
-317
| -53% | -$21.5K | ﹤0.01% | 2675 |
|
|
2016
Q4 | $33K | Buy |
+597
| New | +$33K | ﹤0.01% | 2551 |
|
|
2016
Q3 | – | Sell |
-1,230
| Closed | -$53K | – | 3071 |
|
|
2016
Q2 | $53K | Buy |
+1,230
| New | +$53K | ﹤0.01% | 2705 |
|
|
2015
Q4 | – | Sell |
-8,912
| Closed | -$462K | – | 3080 |
|
|
2015
Q3 | $462K | Buy |
8,912
+2,782
| +45% | +$144K | ﹤0.01% | 1635 |
|
|
2015
Q2 | $420K | Sell |
6,130
-934
| -13% | -$64K | ﹤0.01% | 1802 |
|
|
2015
Q1 | $508K | Buy |
7,064
+3,737
| +112% | +$269K | ﹤0.01% | 1556 |
|
|
2014
Q4 | $203K | Sell |
3,327
-1,993
| -37% | -$122K | ﹤0.01% | 1004 |
|
|
2014
Q3 | $461K | Buy |
5,320
+2,139
| +67% | +$185K | ﹤0.01% | 811 |
|
|
2014
Q2 | $266K | Buy |
3,181
+2,168
| +214% | +$181K | ﹤0.01% | 923 |
|
|
2014
Q1 | $67K | Buy |
1,013
+543
| +116% | +$35.9K | ﹤0.01% | 1265 |
|
|
2013
Q4 | $29K | Sell |
470
-12
| -2% | -$740 | ﹤0.01% | 1401 |
|
|
2013
Q3 | $25K | Buy |
482
+464
| +2,578% | +$24.1K | ﹤0.01% | 1412 |
|
|
2013
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 2252 |
|