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WLK icon

Sachetta’s Westlake Corp WLK Stock Holding History

Sachetta’s Portfolio WLK Stock Details WLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.01K Buy
55
+1
+2% +$98 ﹤0.01% 714
2026
Q1 		$6.31K Hold
54
– – ﹤0.01% 580
2025
Q4 		$3.99K Buy
54
+28
+108% +$1.99K ﹤0.01% 609
2025
Q3 		$2K Buy
26
+7
+37% +$583 ﹤0.01% 828
2025
Q2 		$1.44K Buy
19
+8
+73% +$655 ﹤0.01% 898
2025
Q1 		$1.1K Sell
11
-4
-27% -$443 ﹤0.01% 920
2024
Q4 		$1.72K Buy
15
+11
+275% +$1.43K ﹤0.01% 862
2024
Q3 		$602 Hold
4
– – ﹤0.01% 1121
2024
Q2 		$583 Hold
4
– – ﹤0.01% 1154
2024
Q1 		$560 Hold
4
– – ﹤0.01% 1051
2023
Q4 		$560 Buy
+4
New +$508 ﹤0.01% 1051

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YIH
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NAM
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GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return