HighTower 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 | – | Sell |
-2,548
| Closed | -$255K | – | 3724 |
|
|
2025
Q1 | $255K | Sell |
2,548
-157
| -6% | -$15.7K | ﹤0.01% | 2981 |
|
|
2024
Q4 | $310K | Buy |
2,705
+208
| +8% | +$23.9K | ﹤0.01% | 2849 |
|
|
2024
Q3 | $376K | Sell |
2,497
-678
| -21% | -$102K | ﹤0.01% | 2629 |
|
|
2024
Q2 | $455K | Buy |
3,175
+237
| +8% | +$34K | ﹤0.01% | 2389 |
|
|
2024
Q1 | $449K | Sell |
2,938
-1,294
| -31% | -$198K | ﹤0.01% | 2334 |
|
|
2023
Q4 | $590K | Buy |
4,232
+1,380
| +48% | +$192K | ﹤0.01% | 2189 |
|
|
2023
Q3 | $351K | Buy |
2,852
+358
| +14% | +$44.1K | ﹤0.01% | 2464 |
|
|
2023
Q2 | $295K | Buy |
+2,494
| New | +$295K | ﹤0.01% | 2561 |
|
|
2022
Q3 | – | Sell |
-2,256
| Closed | -$221K | – | 3085 |
|
|
2022
Q2 | $221K | Sell |
2,256
-17,104
| -88% | -$1.68M | ﹤0.01% | 2548 |
|
|
2022
Q1 | $2.4M | Buy |
19,360
+17,151
| +776% | +$2.13M | 0.01% | 1264 |
|
|
2021
Q4 | $215K | Buy |
+2,209
| New | +$215K | ﹤0.01% | 2692 |
|
|
2020
Q1 | – | Sell |
-18,822
| Closed | -$1.32M | – | 2320 |
|
|
2019
Q4 | $1.32M | Buy |
+18,822
| New | +$1.32M | 0.01% | 1005 |
|
|
2016
Q1 | – | Sell |
-25,572
| Closed | -$1.39M | – | 2100 |
|
|
2015
Q4 | $1.39M | Sell |
25,572
-7,832
| -23% | -$425K | 0.02% | 788 |
|
|
2015
Q3 | $1.74M | Buy |
+33,404
| New | +$1.74M | 0.02% | 659 |
|
|
2015
Q2 | – | Sell |
-44,492
| Closed | -$3.2M | – | 1730 |
|
|
2015
Q1 | $3.2M | Sell |
44,492
-26,617
| -37% | -$1.92M | 0.05% | 435 |
|
|
2014
Q4 | $4.34M | Buy |
71,109
+4,427
| +7% | +$270K | 0.07% | 315 |
|
|
2014
Q3 | $5.77M | Sell |
66,682
-2,531
| -4% | -$219K | 0.1% | 241 |
|
|
2014
Q2 | $5.8M | Buy |
69,213
+4,539
| +7% | +$380K | 0.1% | 219 |
|
|
2014
Q1 | $4.28M | Buy |
64,674
+8,882
| +16% | +$588K | 0.08% | 275 |
|
|
2013
Q4 | $3.41M | Buy |
55,792
+4,622
| +9% | +$282K | 0.07% | 309 |
|
|
2013
Q3 | $2.68M | Buy |
51,170
+2,182
| +4% | +$114K | 0.07% | 333 |
|
|
2013
Q2 | $2.36M | Buy |
+48,988
| New | +$2.36M | 0.06% | 337 |
|