HB Wealth Management’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-19,205
| Closed | -$965K | – | 996 |
|
|
2024
Q2 | $965K | Buy |
19,205
+685
| +4% | +$34.4K | 0.01% | 370 |
|
|
2024
Q1 | $916K | Buy |
18,520
+6,316
| +52% | +$312K | 0.01% | 366 |
|
|
2023
Q4 | $507K | Buy |
12,204
+4,095
| +50% | +$170K | 0.01% | 457 |
|
|
2023
Q3 | $290K | Sell |
8,109
-534
| -6% | -$19.1K | ﹤0.01% | 577 |
|
|
2023
Q2 | $251K | Buy |
8,643
+1,975
| +30% | +$57.4K | ﹤0.01% | 596 |
|
|
2023
Q1 | $203K | Buy |
6,668
+947
| +17% | +$28.9K | ﹤0.01% | 672 |
|
|
2022
Q4 | $201K | Buy |
+5,721
| New | +$201K | ﹤0.01% | 649 |
|
|
2022
Q3 | – | Sell |
-10,107
| Closed | -$403K | – | 622 |
|
|
2022
Q2 | $403K | Buy |
+10,107
| New | +$403K | 0.01% | 380 |
|