Geneos Wealth Management’s Westlake Chemical Partners WLKP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57K | Sell |
2,579
-3,216
| -55% | -$71.1K | ﹤0.01% | 1497 |
|
|
2025
Q1 | $134K | Buy |
5,795
+2,458
| +74% | +$56.8K | ﹤0.01% | 1411 |
|
|
2024
Q4 | $77.2K | Buy |
3,337
+812
| +32% | +$18.8K | ﹤0.01% | 1151 |
|
|
2024
Q3 | $56.6K | Buy |
2,525
+663
| +36% | +$14.9K | ﹤0.01% | 1158 |
|
|
2024
Q2 | $42K | Buy |
1,862
+12
| +0.6% | +$271 | ﹤0.01% | 1124 |
|
|
2024
Q1 | $41.1K | Buy |
1,850
+111
| +6% | +$2.46K | ﹤0.01% | 1138 |
|
|
2023
Q4 | $37.7K | Buy |
1,739
+10
| +0.6% | +$217 | ﹤0.01% | 1157 |
|
|
2023
Q3 | $37.6K | Buy |
1,729
+10
| +0.6% | +$217 | ﹤0.01% | 1162 |
|
|
2023
Q2 | $37.3K | Buy |
1,719
+10
| +0.6% | +$217 | ﹤0.01% | 1169 |
|
|
2023
Q1 | $37.6K | Buy |
1,709
+9
| +0.5% | +$198 | ﹤0.01% | 1161 |
|
|
2022
Q4 | $40K | Buy |
1,700
+9
| +0.5% | +$212 | ﹤0.01% | 1124 |
|
|
2022
Q3 | $36K | Sell |
1,691
-8,282
| -83% | -$176K | ﹤0.01% | 1138 |
|
|
2022
Q2 | $247K | Buy |
9,973
+8
| +0.1% | +$198 | 0.01% | 676 |
|
|
2022
Q1 | $269K | Buy |
9,965
+1,257
| +14% | +$33.9K | 0.01% | 700 |
|
|
2021
Q4 | $233K | Buy |
8,708
+418
| +5% | +$11.2K | 0.01% | 799 |
|
|
2021
Q3 | $201K | Buy |
8,290
+890
| +12% | +$21.6K | 0.01% | 853 |
|
|
2021
Q2 | $200K | Buy |
7,400
+900
| +14% | +$24.3K | 0.01% | 839 |
|
|
2021
Q1 | $174K | Buy |
6,500
+400
| +7% | +$10.7K | ﹤0.01% | 1035 |
|
|
2020
Q4 | $146K | Buy |
+6,100
| New | +$146K | 0.01% | 967 |
|