MAI Capital Management’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	$102K	Buy	1,348 +38	+3%	+$2.89K	﹤0.01%	1400
2025 Q1	$131K	Hold	1,310	–	–	﹤0.01%	1232
2024 Q4	$150K	Buy	+1,310	New	+$150K	﹤0.01%	1196
2024 Q2	–	Sell	-1,311	Closed	-$200K	–	1255
2024 Q1	$200K	Buy	+1,311	New	+$200K	﹤0.01%	1091