Pathstone Holdings’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 | $684K | Buy |
9,002
+2,112
| +31% | +$160K | ﹤0.01% | 1574 |
|
|
2025
Q1 | $689K | Sell |
6,890
-97
| -1% | -$9.7K | ﹤0.01% | 1555 |
|
|
2024
Q4 | $801K | Buy |
6,987
+159
| +2% | +$18.2K | ﹤0.01% | 1480 |
|
|
2024
Q3 | $1.03M | Buy |
6,828
+1
| +0% | +$150 | ﹤0.01% | 1353 |
|
|
2024
Q2 | $989K | Buy |
6,827
+303
| +5% | +$43.9K | ﹤0.01% | 1334 |
|
|
2024
Q1 | $997K | Buy |
6,524
+4,029
| +161% | +$616K | ﹤0.01% | 1279 |
|
|
2023
Q4 | $349K | Buy |
+2,495
| New | +$349K | ﹤0.01% | 1721 |
|