Larson Financial Group’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 | $1.82K | Buy |
24
+1
| +4% | +$76 | ﹤0.01% | 2424 |
|
|
2025
Q1 | $2.3K | Hold |
23
| – | – | ﹤0.01% | 2106 |
|
|
2024
Q4 | $2.64K | Sell |
23
-9
| -28% | -$1.03K | ﹤0.01% | 1813 |
|
|
2024
Q3 | $4.81K | Hold |
32
| – | – | ﹤0.01% | 1665 |
|
|
2024
Q2 | $4.63K | Buy |
32
+9
| +39% | +$1.3K | ﹤0.01% | 1458 |
|
|
2024
Q1 | $3.51K | Sell |
23
-68
| -75% | -$10.4K | ﹤0.01% | 1260 |
|
|
2023
Q4 | $12.7K | Sell |
91
-34
| -27% | -$4.74K | ﹤0.01% | 955 |
|
|
2023
Q3 | $15.5K | Sell |
125
-14,231
| -99% | -$1.77M | ﹤0.01% | 884 |
|
|
2023
Q2 | $1.72M | Buy |
14,356
+1,974
| +16% | +$236K | 0.17% | 109 |
|
|
2023
Q1 | $1.44M | Buy |
12,382
+579
| +5% | +$67.2K | 0.16% | 130 |
|
|
2022
Q4 | $1.21M | Buy |
11,803
+8,194
| +227% | +$840K | 0.14% | 140 |
|
|
2022
Q3 | $314K | Buy |
3,609
+3,332
| +1,203% | +$290K | 0.04% | 220 |
|
|
2022
Q2 | $27K | Buy |
+277
| New | +$27K | ﹤0.01% | 490 |
|