Montag & Associates’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-645
| Closed | -$32.4K | – | 1056 |
|
|
2024
Q2 | $32.4K | Hold |
645
| – | – | ﹤0.01% | 652 |
|
|
2024
Q1 | $31.9K | Hold |
645
| – | – | ﹤0.01% | 642 |
|
|
2023
Q4 | $26.8K | Hold |
645
| – | – | ﹤0.01% | 664 |
|
|
2023
Q3 | $23.1K | Hold |
645
| – | – | ﹤0.01% | 650 |
|
|
2023
Q2 | $18.8K | Hold |
645
| – | – | ﹤0.01% | 671 |
|
|
2023
Q1 | $19.7K | Hold |
645
| – | – | ﹤0.01% | 664 |
|
|
2022
Q4 | $22.7K | Hold |
645
| – | – | ﹤0.01% | 650 |
|
|
2022
Q3 | $20K | Hold |
645
| – | – | ﹤0.01% | 663 |
|
|
2022
Q2 | $26K | Hold |
645
| – | – | ﹤0.01% | 620 |
|
|
2022
Q1 | $30K | Hold |
645
| – | – | ﹤0.01% | 633 |
|
|
2021
Q4 | $29K | Hold |
645
| – | – | ﹤0.01% | 642 |
|
|
2021
Q3 | $32K | Hold |
645
| – | – | ﹤0.01% | 625 |
|
|
2021
Q2 | $34K | Hold |
645
| – | – | ﹤0.01% | 600 |
|
|
2021
Q1 | $34K | Hold |
645
| – | – | ﹤0.01% | 602 |
|
|
2020
Q4 | $28K | Buy |
+645
| New | +$28K | ﹤0.01% | 605 |
|