MWM
WRK
Marion Wealth Management’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,300
| Closed | -$467K | – | 128 |
|
|
2024
Q2 | $467K | Hold |
9,300
| – | – | 0.14% | 90 |
|
|
2024
Q1 | $460K | Hold |
9,300
| – | – | 0.14% | 90 |
|
|
2023
Q4 | $386K | Hold |
9,300
| – | – | 0.12% | 93 |
|
|
2023
Q3 | $333K | Hold |
9,300
| – | – | 0.12% | 95 |
|
|
2023
Q2 | $270K | Hold |
9,300
| – | – | 0.1% | 95 |
|
|
2023
Q1 | $283K | Hold |
9,300
| – | – | 0.11% | 92 |
|
|
2022
Q4 | $327K | Hold |
9,300
| – | – | 0.14% | 86 |
|
|
2022
Q3 | $287K | Sell |
9,300
-700
| -7% | -$21.6K | 0.15% | 89 |
|
|
2022
Q2 | $398K | Hold |
10,000
| – | – | 0.21% | 84 |
|
|
2022
Q1 | $470K | Hold |
10,000
| – | – | 0.23% | 79 |
|
|
2021
Q4 | $444K | Buy |
+10,000
| New | +$444K | 0.21% | 79 |
|