James Investment Research’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
Q1 | – | Sell |
-3,418
| Closed | -$392K | – | 349 |
|
|
2024
Q4 | $392K | Sell |
3,418
-141
| -4% | -$18.3K | 0.05% | 241 |
|
|
2024
Q3 | $535K | Sell |
3,559
-40
| -1% | -$5.75K | 0.06% | 211 |
|
|
2024
Q2 | $521K | Sell |
3,599
-26
| -0.7% | -$3.99K | 0.06% | 210 |
|
|
2024
Q1 | $554K | Sell |
3,625
-58
| -2% | -$8.17K | 0.07% | 201 |
|
|
2023
Q4 | $515K | Buy |
+3,683
| New | +$468K | 0.06% | 200 |
|
|
2020
Q2 | – | Sell |
-2,950
| Closed | -$113K | – | 495 |
|
|
2020
Q1 | $113K | Sell |
2,950
-3,845
| -57% | -$216K | 0.01% | 262 |
|
|
2019
Q4 | $477K | Sell |
6,795
-17
| -0.2% | -$1.14K | 0.03% | 232 |
|
|
2019
Q3 | $446K | Sell |
6,812
-4,980
| -42% | -$321K | 0.03% | 236 |
|
|
2019
Q2 | $819K | Sell |
11,792
-19,160
| -62% | -$1.27M | 0.06% | 199 |
|
|
2019
Q1 | $2.1M | Buy |
30,952
+5,244
| +20% | +$380K | 0.14% | 129 |
|
|
2018
Q4 | $1.7M | Sell |
25,708
-78,506
| -75% | -$5.67M | 0.11% | 168 |
|
|
2018
Q3 | $8.66M | Sell |
104,214
-52,480
| -33% | -$5.13M | 0.36% | 70 |
|
|
2018
Q2 | $16.9M | Buy |
156,694
+5,673
| +4% | +$636K | 0.65% | 32 |
|
|
2018
Q1 | $16.8M | Sell |
151,021
-12,613
| -8% | -$1.4M | 0.63% | 36 |
|
|
2017
Q4 | $17.4M | Buy |
163,634
+10,074
| +7% | +$933K | 0.6% | 37 |
|
|
2017
Q3 | $12.8M | Sell |
153,560
-113,901
| -43% | -$8.37M | 0.43% | 61 |
|
|
2017
Q2 | $17.7M | Sell |
267,461
-4,743
| -2% | -$301K | 0.55% | 56 |
|
|
2017
Q1 | $18M | Sell |
272,204
-1,623
| -0.6% | -$103K | 0.5% | 64 |
|
|
2016
Q4 | $15.3M | Buy |
273,827
+211,752
| +341% | +$11.6M | 0.4% | 83 |
|
|
2016
Q3 | $3.32M | Buy |
62,075
+61,775
| +20,592% | +$2.98M | 0.09% | 178 |
|
|
2016
Q2 | $13K | Sell |
300
-6,625
| -96% | -$303K | ﹤0.01% | 432 |
|
|
2016
Q1 | $321K | Sell |
6,925
-6,430
| -48% | -$292K | 0.01% | 257 |
|
|
2015
Q4 | $725K | Sell |
13,355
-5,290
| -28% | -$307K | 0.02% | 228 |
|
|
2015
Q3 | $967K | Sell |
18,645
-674,330
| -97% | -$39.4M | 0.03% | 211 |
|
|
2015
Q2 | $47.5M | Sell |
692,975
-194,005
| -22% | -$14.1M | 1.11% | 25 |
|
|
2015
Q1 | $63.8M | Sell |
886,980
-20,803
| -2% | -$1.33M | 1.5% | 13 |
|
|
2014
Q4 | $55.5M | Buy |
907,783
+52,137
| +6% | +$3.55M | 1.51% | 14 |
|
|
2014
Q3 | $74.1M | Buy |
855,646
+104,370
| +14% | +$9.44M | 2.31% | 3 |
|
|
2014
Q2 | $62.9M | Buy |
751,276
+96,925
| +15% | +$7.26M | 2% | 5 |
|
|
2014
Q1 | $43.3M | Buy |
654,351
+13,455
| +2% | +$855K | 1.39% | 18 |
|
|
2013
Q4 | $39.1M | Buy |
640,896
+243,532
| +61% | +$13.7M | 1.23% | 21 |
|
|
2013
Q3 | $20.8M | Buy |
397,364
+222,484
| +127% | +$11.3M | 0.79% | 45 |
|
|
2013
Q2 | $8.43M | Buy |
+174,880
| New | +$7.86M | 0.35% | 85 |
|
Other funds holding WLK
James Investment Research's WLK Position: Q1 2025 in Review
James Investment Research sold out of Westlake Corp (WLK) in Q1 2025, closing a stake of 3,418 shares — an estimated $392K sold.
James Investment Research first reported a position in WLK in Q2 2013 and held it in 33 quarters. The position peaked at $74.1M in Q3 2014. 361 funds tracked by Wall St. Rank hold WLK as of Q1 2025.
- James Investment Research reported no remaining Westlake Corp position as of Q1 2025 after selling out during the quarter.
- James Investment Research sold 3,418 Westlake Corp shares in Q1 2025, an estimated $392K.
- James Investment Research first reported a position in Westlake Corp in Q2 2013 and held it in 33 quarters.
- James Investment Research's Westlake Corp position peaked at $74.1M in Q3 2014.
- 361 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2025.
Based on James Investment Research's 13F filing for Q1 2025, filed 2 May 2025.