NewEdge 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 | $56.5K | Buy |
745
+247
| +50% | +$18.7K | ﹤0.01% | 2628 |
|
|
2025
Q1 | $49.8K | Sell |
498
-60
| -11% | -$6K | ﹤0.01% | 2554 |
|
|
2024
Q4 | $64K | Hold |
558
| – | – | ﹤0.01% | 2430 |
|
|
2024
Q3 | $83.9K | Buy |
558
+150
| +37% | +$22.6K | ﹤0.01% | 2250 |
|
|
2024
Q2 | $59.1K | Hold |
408
| – | – | ﹤0.01% | 2293 |
|
|
2024
Q1 | $62.4K | Buy |
408
+25
| +7% | +$3.82K | ﹤0.01% | 2238 |
|
|
2023
Q4 | $53.6K | Buy |
383
+16
| +4% | +$2.24K | ﹤0.01% | 2209 |
|
|
2023
Q3 | $45.8K | Buy |
367
+256
| +231% | +$31.9K | ﹤0.01% | 2121 |
|
|
2023
Q2 | $13.3K | Buy |
111
+25
| +29% | +$2.99K | ﹤0.01% | 2515 |
|
|
2023
Q1 | $9.97K | Sell |
86
-120
| -58% | -$13.9K | ﹤0.01% | 2570 |
|
|
2022
Q4 | $943 | Buy |
+206
| New | +$943 | ﹤0.01% | 3051 |
|
|
2022
Q3 | – | Sell |
-5,868
| Closed | -$575K | – | 1670 |
|
|
2022
Q2 | $575K | Buy |
+5,868
| New | +$575K | 0.01% | 922 |
|