IFP Advisors’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,414
| Closed | -$794K | – | 4696 |
|
|
2024
Q3 | $794K | Buy |
15,414
+62
| +0.4% | +$3.19K | 0.03% | 536 |
|
|
2024
Q2 | $772K | Buy |
15,352
+15,223
| +11,801% | +$765K | 0.03% | 513 |
|
|
2024
Q1 | $6.38K | Buy |
129
+16
| +14% | +$791 | ﹤0.01% | 2386 |
|
|
2023
Q4 | $4.69K | Sell |
113
-125
| -53% | -$5.19K | ﹤0.01% | 2443 |
|
|
2023
Q3 | $8.52K | Sell |
238
-654
| -73% | -$23.4K | ﹤0.01% | 2319 |
|
|
2023
Q2 | $25.9K | Sell |
892
-17
| -2% | -$494 | ﹤0.01% | 1887 |
|
|
2023
Q1 | $55.2K | Sell |
909
-1,268
| -58% | -$76.9K | ﹤0.01% | 1524 |
|
|
2022
Q4 | $133K | Buy |
2,177
+100
| +5% | +$6.11K | ﹤0.01% | 1586 |
|
|
2022
Q3 | $127K | Buy |
2,077
+240
| +13% | +$14.7K | ﹤0.01% | 1697 |
|
|
2022
Q2 | $112K | Hold |
1,837
| – | – | ﹤0.01% | 1617 |
|
|
2022
Q1 | $112K | Buy |
1,837
+1,034
| +129% | +$63K | ﹤0.01% | 1617 |
|
|
2021
Q4 | $36K | Buy |
803
+6
| +0.8% | +$269 | ﹤0.01% | 1655 |
|
|
2021
Q3 | $40K | Sell |
797
-21
| -3% | -$1.05K | ﹤0.01% | 1626 |
|
|
2021
Q2 | $43K | Buy |
818
+26
| +3% | +$1.37K | ﹤0.01% | 1596 |
|
|
2021
Q1 | $40K | Sell |
792
-172
| -18% | -$8.69K | ﹤0.01% | 1556 |
|
|
2020
Q4 | $42K | Buy |
964
+280
| +41% | +$12.2K | ﹤0.01% | 1510 |
|
|
2020
Q3 | $23K | Buy |
684
+277
| +68% | +$9.31K | ﹤0.01% | 1595 |
|
|
2020
Q2 | $11K | Buy |
407
+180
| +79% | +$4.87K | ﹤0.01% | 1791 |
|
|
2020
Q1 | $7K | Sell |
227
-1
| -0.4% | -$31 | ﹤0.01% | 1933 |
|
|
2019
Q4 | $9K | Sell |
228
-363
| -61% | -$14.3K | ﹤0.01% | 1979 |
|
|
2019
Q3 | $22K | Buy |
+591
| New | +$22K | ﹤0.01% | 1727 |
|
|
2019
Q1 | $2K | Sell |
62
-6,594
| -99% | -$213K | ﹤0.01% | 2132 |
|
|
2018
Q4 | $248K | Sell |
6,656
-684
| -9% | -$25.5K | 0.02% | 783 |
|
|
2018
Q3 | $392K | Sell |
7,340
-9,268
| -56% | -$495K | 0.02% | 786 |
|
|
2018
Q2 | $947K | Buy |
16,608
+11,120
| +203% | +$634K | 0.04% | 428 |
|
|
2018
Q1 | $347K | Hold |
5,488
| – | – | 0.02% | 773 |
|
|
2017
Q4 | $347K | Sell |
5,488
-308
| -5% | -$19.5K | 0.02% | 770 |
|
|
2017
Q3 | $329K | Buy |
5,796
+14
| +0.2% | +$795 | 0.01% | 878 |
|
|
2017
Q2 | $328K | Sell |
5,782
-98
| -2% | -$5.56K | 0.01% | 867 |
|
|
2017
Q1 | $306K | Sell |
5,880
-14
| -0.2% | -$729 | 0.01% | 895 |
|
|
2016
Q4 | $299K | Buy |
5,894
+152
| +3% | +$7.71K | 0.01% | 854 |
|
|
2016
Q3 | $278K | Buy |
5,742
+77
| +1% | +$3.73K | 0.01% | 844 |
|
|
2016
Q2 | $220K | Buy |
5,665
+5,596
| +8,110% | +$217K | 0.01% | 924 |
|
|
2016
Q1 | $2K | Sell |
69
-5,849
| -99% | -$170K | ﹤0.01% | 2132 |
|
|
2015
Q4 | $243K | Buy |
+5,918
| New | +$243K | 0.02% | 758 |
|