Steward Partners Investment 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 | $2.96K | Hold |
39
| – | – | ﹤0.01% | 3644 |
|
|
2025
Q1 | $3.9K | Sell |
39
-22
| -36% | -$2.2K | ﹤0.01% | 3460 |
|
|
2024
Q4 | $6.99K | Sell |
61
-49
| -45% | -$5.62K | ﹤0.01% | 3244 |
|
|
2024
Q3 | $16.5K | Sell |
110
-15
| -12% | -$2.25K | ﹤0.01% | 2738 |
|
|
2024
Q2 | $18.1K | Hold |
125
| – | – | ﹤0.01% | 2580 |
|
|
2024
Q1 | $19.1K | Sell |
125
-34
| -21% | -$5.2K | ﹤0.01% | 2541 |
|
|
2023
Q4 | $22.3K | Hold |
159
| – | – | ﹤0.01% | 2349 |
|
|
2023
Q3 | $19.8K | Hold |
159
| – | – | ﹤0.01% | 2314 |
|
|
2023
Q2 | $19K | Hold |
159
| – | – | ﹤0.01% | 2316 |
|
|
2023
Q1 | $18.4K | Hold |
159
| – | – | ﹤0.01% | 2277 |
|
|
2022
Q4 | $16.3K | Sell |
159
-36
| -18% | -$3.69K | ﹤0.01% | 2341 |
|
|
2022
Q3 | $17K | Sell |
195
-79
| -29% | -$6.89K | ﹤0.01% | 2309 |
|
|
2022
Q2 | $27K | Sell |
274
-14
| -5% | -$1.38K | ﹤0.01% | 2099 |
|
|
2022
Q1 | $36K | Buy |
+288
| New | +$36K | ﹤0.01% | 2090 |
|
|
2018
Q4 | – | Sell |
-4,140
| Closed | -$344K | – | 2167 |
|
|
2018
Q3 | $344K | Sell |
4,140
-2,381
| -37% | -$198K | 0.02% | 586 |
|
|
2018
Q2 | $702K | Buy |
6,521
+221
| +4% | +$23.8K | 0.04% | 384 |
|
|
2018
Q1 | $700K | Buy |
6,300
+1,962
| +45% | +$218K | 0.05% | 342 |
|
|
2017
Q4 | $462K | Buy |
+4,338
| New | +$462K | 0.04% | 378 |
|