Sequent Planning’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 | $373K | Sell |
4,912
-68
| -1% | -$5.16K | 0.12% | 107 |
|
|
2025
Q1 | $498K | Sell |
4,980
-13
| -0.3% | -$1.3K | 0.18% | 79 |
|
|
2024
Q4 | $572K | Sell |
4,993
-63
| -1% | -$7.22K | 0.21% | 80 |
|
|
2024
Q3 | $760K | Buy |
5,056
+500
| +11% | +$75.1K | 0.26% | 70 |
|
|
2024
Q2 | $653K | Sell |
4,556
-292
| -6% | -$41.8K | 0.22% | 78 |
|
|
2024
Q1 | $741K | Buy |
+4,848
| New | +$741K | 0.27% | 71 |
|