Farther Finance Advisors’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 | $146K | Buy |
1,921
+1,822
| +1,840% | +$138K | ﹤0.01% | 1556 |
|
|
2025
Q1 | $9.9K | Sell |
99
-20
| -17% | -$2K | ﹤0.01% | 2742 |
|
|
2024
Q4 | $13.6K | Buy |
119
+1
| +0.8% | +$115 | ﹤0.01% | 2249 |
|
|
2024
Q3 | $17.7K | Buy |
118
+21
| +22% | +$3.16K | ﹤0.01% | 2135 |
|
|
2024
Q2 | $13.9K | Buy |
97
+5
| +5% | +$717 | ﹤0.01% | 1930 |
|
|
2024
Q1 | $14.2K | Buy |
92
+10
| +12% | +$1.54K | ﹤0.01% | 1616 |
|
|
2023
Q4 | $11.5K | Buy |
82
+66
| +413% | +$9.24K | ﹤0.01% | 1553 |
|
|
2023
Q3 | $2K | Buy |
16
+10
| +167% | +$1.25K | ﹤0.01% | 1859 |
|
|
2023
Q2 | $717 | Hold |
6
| – | – | ﹤0.01% | 2054 |
|
|
2023
Q1 | $696 | Hold |
6
| – | – | ﹤0.01% | 1922 |
|
|
2022
Q4 | $615 | Buy |
+6
| New | +$615 | ﹤0.01% | 1792 |
|