LPL Financial’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.53M | Buy |
13,059
+411
| +3% | +$39.9K | ﹤0.01% | 3764 |
|
|
2025
Q4 | $935K | Buy |
12,648
+279
| +2% | +$19.9K | ﹤0.01% | 4139 |
|
|
2025
Q3 | $953K | Sell |
12,369
-8,904
| -42% | -$742K | ﹤0.01% | 4043 |
|
|
2025
Q2 | $1.62M | Sell |
21,273
-9,148
| -30% | -$749K | ﹤0.01% | 3326 |
|
|
2025
Q1 | $3.04M | Buy |
30,421
+4,493
| +17% | +$498K | ﹤0.01% | 2553 |
|
|
2024
Q4 | $2.97M | Buy |
25,928
+302
| +1% | +$39.3K | ﹤0.01% | 2503 |
|
|
2024
Q3 | $3.85M | Buy |
25,626
+1,363
| +6% | +$196K | ﹤0.01% | 2193 |
|
|
2024
Q2 | $3.51M | Buy |
24,263
+2,313
| +11% | +$355K | ﹤0.01% | 2133 |
|
|
2024
Q1 | $3.35M | Buy |
21,950
+1,901
| +9% | +$268K | ﹤0.01% | 2094 |
|
|
2023
Q4 | $2.81M | Sell |
20,049
-133
| -0.7% | -$16.9K | ﹤0.01% | 2129 |
|
|
2023
Q3 | $2.52M | Sell |
20,182
-7,267
| -26% | -$933K | ﹤0.01% | 2115 |
|
|
2023
Q2 | $3.28M | Buy |
27,449
+2,159
| +9% | +$247K | ﹤0.01% | 1849 |
|
|
2023
Q1 | $2.93M | Sell |
25,290
-1,023
| -4% | -$118K | ﹤0.01% | 1856 |
|
|
2022
Q4 | $2.7M | Buy |
26,313
+134
| +0.5% | +$13.5K | ﹤0.01% | 1851 |
|
|
2022
Q3 | $2.27M | Sell |
26,179
-5,708
| -18% | -$547K | ﹤0.01% | 1880 |
|
|
2022
Q2 | $3.13M | Buy |
31,887
+10,714
| +51% | +$1.31M | ﹤0.01% | 1696 |
|
|
2022
Q1 | $2.61M | Buy |
21,173
+13,289
| +169% | +$1.45M | ﹤0.01% | 1844 |
|
|
2021
Q4 | $766K | Buy |
7,884
+629
| +9% | +$61.3K | ﹤0.01% | 2894 |
|
|
2021
Q3 | $661K | Buy |
7,255
+365
| +5% | +$31.3K | ﹤0.01% | 2969 |
|
|
2021
Q2 | $621K | Sell |
6,890
-245
| -3% | -$23.8K | ﹤0.01% | 2970 |
|
|
2021
Q1 | $634K | Sell |
7,135
-465
| -6% | -$40.4K | ﹤0.01% | 2822 |
|
|
2020
Q4 | $620K | Sell |
7,600
-105
| -1% | -$7.84K | ﹤0.01% | 2566 |
|
|
2020
Q3 | $487K | Sell |
7,705
-416
| -5% | -$24.6K | ﹤0.01% | 2488 |
|
|
2020
Q2 | $436K | Buy |
8,121
+526
| +7% | +$24.2K | ﹤0.01% | 2517 |
|
|
2020
Q1 | $290K | Buy |
+7,595
| New | +$427K | ﹤0.01% | 2530 |
|
|
2019
Q4 | – | Sell |
-3,158
| Closed | -$207K | – | 3427 |
|
|
2019
Q3 | $207K | Sell |
3,158
-686
| -18% | -$44.2K | ﹤0.01% | 2971 |
|
|
2019
Q2 | $267K | Buy |
+3,844
| New | +$256K | ﹤0.01% | 2800 |
|
|
2018
Q4 | – | Sell |
-4,521
| Closed | -$376K | – | 3260 |
|
|
2018
Q3 | $376K | Sell |
4,521
-557
| -11% | -$54.5K | ﹤0.01% | 2466 |
|
|
2018
Q2 | $547K | Sell |
5,078
-2,842
| -36% | -$319K | ﹤0.01% | 2123 |
|
|
2018
Q1 | $880K | Buy |
+7,920
| New | +$881K | ﹤0.01% | 1704 |
|
|
2016
Q2 | – | Sell |
-4,991
| Closed | -$221K | – | 3000 |
|
|
2016
Q1 | $221K | Sell |
4,991
-1,505
| -23% | -$68.3K | ﹤0.01% | 2730 |
|
|
2015
Q4 | $345K | Buy |
+6,496
| New | +$376K | ﹤0.01% | 2443 |
|
|
2014
Q4 | – | Sell |
-2,913
| Closed | -$243K | – | 2800 |
|
|
2014
Q3 | $243K | Sell |
2,913
-7,173
| -71% | -$649K | ﹤0.01% | 2320 |
|
|
2014
Q2 | $845K | Buy |
+10,086
| New | +$755K | ﹤0.01% | 1448 |
|
Other funds holding WLK
OAG
BIP
VPM
VCM
