Oppenheimer & Co’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 | – | Sell |
-2,415
| Closed | -$242K | – | 1707 |
|
|
2025
Q1 | $242K | Sell |
2,415
-70
| -3% | -$7K | ﹤0.01% | 1373 |
|
|
2024
Q4 | $285K | Sell |
2,485
-139
| -5% | -$15.9K | ﹤0.01% | 1290 |
|
|
2024
Q3 | $394K | Buy |
2,624
+97
| +4% | +$14.6K | 0.01% | 1129 |
|
|
2024
Q2 | $366K | Hold |
2,527
| – | – | 0.01% | 1117 |
|
|
2024
Q1 | $386K | Hold |
2,527
| – | – | 0.01% | 1087 |
|
|
2023
Q4 | $354K | Sell |
2,527
-556
| -18% | -$77.8K | 0.01% | 1083 |
|
|
2023
Q3 | $384K | Buy |
3,083
+303
| +11% | +$37.8K | 0.01% | 1038 |
|
|
2023
Q2 | $332K | Sell |
2,780
-17
| -0.6% | -$2.03K | 0.01% | 1129 |
|
|
2023
Q1 | $324K | Sell |
2,797
-179
| -6% | -$20.8K | 0.01% | 1112 |
|
|
2022
Q4 | $305K | Buy |
2,976
+119
| +4% | +$12.2K | 0.01% | 1080 |
|
|
2022
Q3 | $248K | Buy |
2,857
+534
| +23% | +$46.4K | 0.01% | 1135 |
|
|
2022
Q2 | $228K | Buy |
+2,323
| New | +$228K | ﹤0.01% | 1214 |
|