Janney Montgomery Scott’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 | $7.67M | Buy |
100,968
+39,834
| +65% | +$3.02M | 0.02% | 654 |
|
|
2025
Q1 | $6.12M | Buy |
61,134
+1,635
| +3% | +$164K | 0.02% | 709 |
|
|
2024
Q4 | $6.82M | Buy |
59,499
+12,833
| +27% | +$1.47M | 0.02% | 676 |
|
|
2024
Q3 | $7.01M | Buy |
46,666
+474
| +1% | +$71.2K | 0.02% | 647 |
|
|
2024
Q2 | $6.69M | Sell |
46,192
-10,151
| -18% | -$1.47M | 0.02% | 618 |
|
|
2024
Q1 | $8.61M | Buy |
56,343
+2,839
| +5% | +$434K | 0.03% | 577 |
|
|
2023
Q4 | $7.49M | Buy |
+53,504
| New | +$7.49M | 0.02% | 596 |
|
|
2022
Q3 | – | Sell |
-3,308
| Closed | -$327K | – | 2618 |
|
|
2022
Q2 | $327K | Buy |
+3,308
| New | +$327K | ﹤0.01% | 1863 |
|
|
2019
Q2 | – | Sell |
-3,229
| Closed | -$219K | – | 2113 |
|
|
2019
Q1 | $219K | Sell |
3,229
-290
| -8% | -$19.7K | ﹤0.01% | 1819 |
|
|
2018
Q4 | $233K | Buy |
3,519
+42
| +1% | +$2.78K | ﹤0.01% | 1698 |
|
|
2018
Q3 | $289K | Sell |
3,477
-6,047
| -63% | -$503K | ﹤0.01% | 1745 |
|
|
2018
Q2 | $1.03M | Buy |
9,524
+1,540
| +19% | +$166K | 0.01% | 969 |
|
|
2018
Q1 | $887K | Buy |
7,984
+714
| +10% | +$79.3K | 0.01% | 1020 |
|
|
2017
Q4 | $774K | Buy |
+7,270
| New | +$774K | 0.01% | 1072 |
|