Moran Wealth Management’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-68,539
| Closed | -$7.86M | – | 494 |
|
|
2024
Q4 | $7.86M | Sell |
68,539
-4,082
| -6% | -$468K | 0.25% | 118 |
|
|
2024
Q3 | $10.9M | Sell |
72,621
-1,342
| -2% | -$202K | 0.34% | 98 |
|
|
2024
Q2 | $10.7M | Sell |
73,963
-1,714
| -2% | -$248K | 0.35% | 98 |
|
|
2024
Q1 | $11.6M | Sell |
75,677
-1,540
| -2% | -$235K | 0.37% | 91 |
|
|
2023
Q4 | $10.8M | Sell |
77,217
-3,325
| -4% | -$465K | 0.38% | 90 |
|
|
2023
Q3 | $10M | Buy |
80,542
+2,488
| +3% | +$310K | 0.39% | 99 |
|
|
2023
Q2 | $9.33M | Buy |
78,054
+3,150
| +4% | +$376K | 0.35% | 103 |
|
|
2023
Q1 | $8.69M | Buy |
+74,904
| New | +$8.69M | 0.33% | 109 |
|