Principia Wealth Advisory’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
$607 Buy
8
+1
+14% +$76 ﹤0.01% 689
2025
Q1
$656 Buy
7
+4
+133% +$375 ﹤0.01% 504
2024
Q4
$344 Buy
+3
New +$344 ﹤0.01% 648