Peterson Wealth Services’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 | $1.75K | Sell |
23
-6,555
| -100% | -$498K | ﹤0.01% | 197 |
|
|
2025
Q1 | $658K | Buy |
6,578
+178
| +3% | +$17.8K | 0.2% | 70 |
|
|
2024
Q4 | $734K | Buy |
6,400
+484
| +8% | +$55.5K | 0.22% | 80 |
|
|
2024
Q3 | $889K | Buy |
5,916
+744
| +14% | +$112K | 0.28% | 70 |
|
|
2024
Q2 | $749K | Buy |
5,172
+573
| +12% | +$83K | 0.26% | 75 |
|
|
2024
Q1 | $703K | Buy |
4,599
+3,083
| +203% | +$471K | 0.26% | 72 |
|
|
2023
Q4 | $212K | Buy |
+1,516
| New | +$212K | 0.09% | 98 |
|