Insight Wealth Strategies’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-40,414
| Closed | -$2.03M | – | 174 |
|
|
2024
Q2 | $2.03M | Sell |
40,414
-784
| -2% | -$39.4K | 0.29% | 87 |
|
|
2024
Q1 | $2.04M | Sell |
41,198
-1,607
| -4% | -$79.5K | 0.3% | 90 |
|
|
2023
Q4 | $1.78M | Buy |
42,805
+710
| +2% | +$29.5K | 0.29% | 83 |
|
|
2023
Q3 | $1.51M | Buy |
42,095
+5,115
| +14% | +$183K | 0.29% | 75 |
|
|
2023
Q2 | $1.08M | Buy |
36,980
+574
| +2% | +$16.7K | 0.21% | 90 |
|
|
2023
Q1 | $1.11M | Buy |
36,406
+4,346
| +14% | +$132K | 0.22% | 85 |
|
|
2022
Q4 | $1.13M | Buy |
32,060
+1,926
| +6% | +$67.7K | 0.22% | 82 |
|
|
2022
Q3 | $1.2M | Hold |
30,134
| – | – | 0.22% | 86 |
|
|
2022
Q2 | $1.2M | Buy |
30,134
+2,604
| +9% | +$104K | 0.22% | 86 |
|
|
2022
Q1 | $1.3M | Buy |
27,530
+4,677
| +20% | +$220K | 0.19% | 88 |
|
|
2021
Q4 | $1.01M | Buy |
22,853
+4,748
| +26% | +$211K | 0.14% | 97 |
|
|
2021
Q3 | $902K | Buy |
18,105
+1,652
| +10% | +$82.3K | 0.13% | 110 |
|
|
2021
Q2 | $876K | Sell |
16,453
-2,840
| -15% | -$151K | 0.12% | 112 |
|
|
2021
Q1 | $1M | Buy |
19,293
+11,354
| +143% | +$591K | 0.13% | 103 |
|
|
2020
Q4 | $346K | Sell |
7,939
-242
| -3% | -$10.5K | 0.06% | 147 |
|
|
2020
Q3 | $284K | Buy |
+8,181
| New | +$284K | 0.05% | 152 |
|