Meridian Financial Partners’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,256
| Closed | -$294K | – | 55 |
|
|
2023
Q4 | $294K | Sell |
7,256
-14,267
| -66% | -$578K | 0.3% | 42 |
|
|
2023
Q3 | $761K | Buy |
21,523
+659
| +3% | +$23.3K | 0.78% | 29 |
|
|
2023
Q2 | $633K | Buy |
20,864
+1,321
| +7% | +$40.1K | 0.38% | 54 |
|
|
2023
Q1 | $599K | Buy |
19,543
+1,468
| +8% | +$45K | 0.68% | 28 |
|
|
2022
Q4 | $659K | Buy |
18,075
+184
| +1% | +$6.71K | 0.74% | 29 |
|
|
2022
Q3 | $566K | Buy |
17,891
+890
| +5% | +$28.2K | 0.8% | 26 |
|
|
2022
Q2 | $710K | Buy |
17,001
+904
| +6% | +$37.8K | 0.48% | 50 |
|
|
2022
Q1 | $757K | Buy |
+16,097
| New | +$757K | 1.13% | 24 |
|