Pettee Investors’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	$510K	Hold	6,711	–	–	0.3%	74
2025 Q1	$671K	Hold	6,711	–	–	0.4%	69
2024 Q4	$769K	Hold	6,711	–	–	0.39%	70
2024 Q3	$1.01M	Hold	6,711	–	–	0.49%	63
2024 Q2	$972K	Hold	6,711	–	–	0.47%	65
2024 Q1	$1.03M	Hold	6,711	–	–	0.43%	69
2023 Q4	$939K	Hold	6,711	–	–	0.41%	69
2023 Q3	$837K	Hold	6,711	–	–	0.4%	71
2023 Q2	$802K	Hold	6,711	–	–	0.36%	75
2023 Q1	$778K	Hold	6,711	–	–	0.37%	76
2022 Q4	$688K	Hold	6,711	–	–	0.34%	81
2022 Q3	$583K	Hold	6,711	–	–	0.31%	84
2022 Q2	$658K	Hold	6,711	–	–	0.33%	82
2022 Q1	$828K	Hold	6,711	–	–	0.36%	81
2021 Q4	$652K	Hold	6,711	–	–	0.27%	93
2021 Q3	$612K	Hold	6,711	–	–	0.29%	90
2021 Q2	$605K	Hold	6,711	–	–	0.28%	87
2021 Q1	$596K	Hold	6,711	–	–	0.29%	84
2020 Q4	$548K	Hold	6,711	–	–	0.29%	79
2020 Q3	$424K	Hold	6,711	–	–	0.25%	85
2020 Q2	$360K	Sell	6,711 -893	-12%	-$47.9K	0.22%	93
2020 Q1	$290K	Hold	7,604	–	–	0.21%	93
2019 Q4	$533K	Hold	7,604	–	–	0.3%	82
2019 Q3	$498K	Hold	7,604	–	–	0.31%	80
2019 Q2	$528K	Sell	7,604 -5,000	-40%	-$347K	0.34%	78
2019 Q1	$855K	Hold	12,604	–	–	0.54%	57
2018 Q4	$834K	Hold	12,604	–	–	0.59%	46
2018 Q3	$1.05M	Hold	12,604	–	–	0.62%	43
2018 Q2	$1.36M	Hold	12,604	–	–	0.86%	30
2018 Q1	$1.4M	Buy	12,604 +690	+6%	+$76.7K	0.87%	30
2017 Q4	$1.27M	Buy	11,914 +203	+2%	+$21.6K	0.77%	33
2017 Q3	$973K	Buy	+11,711	New	+$973K	0.63%	41