Petrus Trust Company’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 |
-6,709
| Closed | -$671K | – | 760 |
|
|
2025
Q1 | $671K | Buy |
6,709
+288
| +4% | +$28.8K | 0.06% | 103 |
|
|
2024
Q4 | $736K | Buy |
6,421
+4,963
| +340% | +$569K | 0.07% | 94 |
|
|
2024
Q3 | $219K | Buy |
+1,458
| New | +$219K | 0.02% | 503 |
|
|
2021
Q3 | – | Sell |
-3,137
| Closed | -$283K | – | 105 |
|
|
2021
Q2 | $283K | Buy |
+3,137
| New | +$283K | 0.03% | 50 |
|
|
2016
Q3 | – | Sell |
-6,942
| Closed | -$298K | – | 199 |
|
|
2016
Q2 | $298K | Sell |
6,942
-857
| -11% | -$36.8K | 0.07% | 77 |
|
|
2016
Q1 | $361K | Buy |
+7,799
| New | +$361K | 0.07% | 77 |
|
|
2015
Q4 | – | Sell |
-5,327
| Closed | -$276K | – | 183 |
|
|
2015
Q3 | $276K | Buy |
+5,327
| New | +$276K | 0.06% | 67 |
|