Jones Financial Companies’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 | $22.9K | Buy |
300
+46
| +18% | +$3.51K | ﹤0.01% | 2534 |
|
|
2025
Q1 | $25.2K | Buy |
254
+44
| +21% | +$4.36K | ﹤0.01% | 2344 |
|
|
2024
Q4 | $24.1K | Buy |
210
+78
| +59% | +$8.94K | ﹤0.01% | 2172 |
|
|
2024
Q3 | $19.8K | Sell |
132
-12
| -8% | -$1.8K | ﹤0.01% | 1955 |
|
|
2024
Q2 | $20.9K | Buy |
+144
| New | +$20.9K | ﹤0.01% | 1528 |
|