MWM
WLK icon

Moran Wealth Management’s Westlake Corp WLK Stock Holding History

Moran Wealth Management’s Portfolio WLK Stock Details WLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-68,539
Closed -$7.86M – 494
2024
Q4 		$7.86M Sell
68,539
-4,082
-6% -$531K 0.25% 118
2024
Q3 		$10.9M Sell
72,621
-1,342
-2% -$193K 0.34% 98
2024
Q2 		$10.7M Sell
73,963
-1,714
-2% -$263K 0.35% 98
2024
Q1 		$11.6M Sell
75,677
-1,540
-2% -$217K 0.37% 91
2023
Q4 		$10.8M Sell
77,217
-3,325
-4% -$422K 0.38% 90
2023
Q3 		$10M Buy
80,542
+2,488
+3% +$319K 0.39% 99
2023
Q2 		$9.33M Buy
78,054
+3,150
+4% +$360K 0.35% 103
2023
Q1 		$8.69M Buy
+74,904
New +$8.64M 0.33% 109

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