EverSource Wealth Advisors’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	$27.3K	Buy	234 +64	+38%	+$6.21K	﹤0.01%	2306
2025 Q4	$12.6K	Sell	170 -27	-14%	-$1.92K	﹤0.01%	2690
2025 Q3	$15.2K	Sell	197 -121	-38%	-$10.1K	﹤0.01%	2556
2025 Q2	$24.1K	Buy	318 +243	+324%	+$19.9K	﹤0.01%	2154
2025 Q1	$7.5K	Buy	75 +19	+34%	+$2.1K	﹤0.01%	2279
2024 Q4	$6.42K	Buy	56 +30	+115%	+$3.9K	﹤0.01%	2233
2024 Q3	$3.91K	Buy	26 +3	+13%	+$432	﹤0.01%	2327
2024 Q2	$3.4K	Buy	23 +2	+10%	+$307	﹤0.01%	2358
2024 Q1	$3.09K	Buy	21 +1	+5%	+$141	﹤0.01%	2231
2023 Q4	$2.8K	Sell	20 -2	-9%	-$254	﹤0.01%	2080
2023 Q3	$2.74K	Hold	22	–	–	﹤0.01%	1916
2023 Q2	$2.63K	Hold	22	–	–	﹤0.01%	1953
2023 Q1	$2.55K	Buy	22 +12	+120%	+$1.39K	﹤0.01%	1861
2022 Q4	$1.02K	Hold	10	–	–	﹤0.01%	2081
2022 Q3	$1K	Buy	+10	New	+$959	﹤0.01%	1922