Recurrent Investment Advisors’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $929K | Sell |
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|
2024
Q1 | $940K | Sell |
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|
2023
Q4 | $1.41M | Sell |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $1.04M | Hold |
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|
2022
Q4 | $1.2M | Hold |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $1.12M | Hold |
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|
2022
Q1 | $1.33M | Buy |
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $1.42M | Hold |
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|
2021
Q2 | $1.51M | Hold |
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|
2021
Q1 | $1.48M | Buy |
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|
2020
Q4 | $911K | Buy |
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|
2020
Q3 | $724K | Hold |
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|
2020
Q2 | $589K | Hold |
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|
2020
Q1 | $589K | Buy |
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|
2019
Q4 | $714K | Buy |
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