Mercer Global Advisors’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 | $400K | Sell |
5,270
-3,765
| -42% | -$286K | ﹤0.01% | 1659 |
|
2025
Q1 | $904K | Sell |
9,035
-2,625
| -23% | -$263K | ﹤0.01% | 1193 |
|
2024
Q4 | $1.34M | Sell |
11,660
-3,834
| -25% | -$440K | ﹤0.01% | 967 |
|
2024
Q3 | $2.31M | Sell |
15,494
-3,574
| -19% | -$533K | 0.01% | 742 |
|
2024
Q2 | $2.76M | Sell |
19,068
-6,614
| -26% | -$958K | 0.01% | 618 |
|
2024
Q1 | $3.92M | Buy |
25,682
+786
| +3% | +$120K | 0.01% | 533 |
|
2023
Q4 | $3.48M | Buy |
24,896
+910
| +4% | +$127K | 0.01% | 568 |
|
2023
Q3 | $2.99M | Sell |
23,986
-2,332
| -9% | -$291K | 0.01% | 580 |
|
2023
Q2 | $3.14M | Sell |
26,318
-1,813
| -6% | -$217K | 0.01% | 583 |
|
2023
Q1 | $3.26M | Sell |
28,131
-795
| -3% | -$92.2K | 0.01% | 542 |
|
2022
Q4 | $2.97M | Buy |
28,926
+3,809
| +15% | +$391K | 0.01% | 573 |
|
2022
Q3 | $2.18M | Buy |
25,117
+6,405
| +34% | +$556K | 0.01% | 608 |
|
2022
Q2 | $1.83M | Buy |
18,712
+8,233
| +79% | +$807K | 0.01% | 637 |
|
2022
Q1 | $1.29M | Buy |
10,479
+852
| +9% | +$105K | 0.01% | 796 |
|
2021
Q4 | $935K | Buy |
9,627
+814
| +9% | +$79.1K | 0.01% | 918 |
|
2021
Q3 | $803K | Sell |
8,813
-5,969
| -40% | -$544K | 0.01% | 966 |
|
2021
Q2 | $1.33M | Buy |
14,782
+263
| +2% | +$23.7K | 0.01% | 724 |
|
2021
Q1 | $1.29M | Buy |
14,519
+6,288
| +76% | +$558K | 0.01% | 688 |
|
2020
Q4 | $672K | Sell |
8,231
-75
| -0.9% | -$6.12K | 0.01% | 756 |
|
2020
Q3 | $525K | Buy |
8,306
+56
| +0.7% | +$3.54K | 0.01% | 765 |
|
2020
Q2 | $443K | Sell |
8,250
-1,253
| -13% | -$67.3K | 0.01% | 721 |
|
2020
Q1 | $363K | Buy |
9,503
+2,982
| +46% | +$114K | 0.01% | 753 |
|
2019
Q4 | $457K | Buy |
6,521
+213
| +3% | +$14.9K | 0.01% | 764 |
|
2019
Q3 | $413K | Sell |
6,308
-257
| -4% | -$16.8K | 0.01% | 761 |
|
2019
Q2 | $456K | Buy |
6,565
+201
| +3% | +$14K | 0.01% | 718 |
|
2019
Q1 | $432K | Buy |
+6,364
| New | +$432K | 0.02% | 683 |
|