Forum Financial 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
Q1 | – | Sell |
-2,393
| Closed | -$274K | – | 941 |
|
|
2024
Q4 | $274K | Buy |
2,393
+428
| +22% | +$49.1K | ﹤0.01% | 668 |
|
|
2024
Q3 | $295K | Buy |
1,965
+2
| +0.1% | +$301 | ﹤0.01% | 523 |
|
|
2024
Q2 | $284K | Buy |
1,963
+2
| +0.1% | +$290 | 0.01% | 502 |
|
|
2024
Q1 | $300K | Hold |
1,961
| – | – | 0.01% | 503 |
|
|
2023
Q4 | $274K | Hold |
1,961
| – | – | 0.01% | 493 |
|
|
2023
Q3 | $244K | Hold |
1,961
| – | – | 0.01% | 497 |
|
|
2023
Q2 | $234K | Hold |
1,961
| – | – | 0.01% | 538 |
|
|
2023
Q1 | $227K | Hold |
1,961
| – | – | 0.01% | 501 |
|
|
2022
Q4 | $201K | Buy |
+1,961
| New | +$201K | 0.01% | 546 |
|
|
2022
Q2 | – | Sell |
-1,961
| Closed | -$241K | – | 665 |
|
|
2022
Q1 | $241K | Buy |
+1,961
| New | +$241K | 0.01% | 489 |
|