Jackson Grant Investment Advisers’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $848 | Hold |
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|
2025
Q2 | $835 | Sell |
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|
2025
Q1 | $12K | Hold |
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|
2024
Q4 | $13.8K | Hold |
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|
2024
Q3 | $18K | Hold |
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|
2024
Q2 | $17.4K | Hold |
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|
2024
Q1 | $18.3K | Hold |
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|
2023
Q4 | $16.8K | Hold |
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|
2023
Q3 | $15K | Hold |
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|
2023
Q2 | $14.3K | Hold |
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|
2023
Q1 | $13.9K | Buy |
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|
2022
Q4 | $11.2K | Hold |
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|
2022
Q3 | $9K | Hold |
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|
2022
Q2 | $11K | Hold |
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|
2022
Q1 | $13K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $10K | Sell |
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|
2021
Q2 | $18K | Buy |
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|
2021
Q1 | $16K | Buy |
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