Steward Partners Investment Advisory’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96K | Hold |
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|
2025
Q1 | $3.9K | Sell |
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|
2024
Q4 | $6.99K | Sell |
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|
2024
Q3 | $16.5K | Sell |
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|
2024
Q2 | $18.1K | Hold |
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|
2024
Q1 | $19.1K | Sell |
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|
2023
Q4 | $22.3K | Hold |
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|
2023
Q3 | $19.8K | Hold |
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|
2023
Q2 | $19K | Hold |
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|
2023
Q1 | $18.4K | Hold |
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|
2022
Q4 | $16.3K | Sell |
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|
2022
Q3 | $17K | Sell |
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|
2022
Q2 | $27K | Sell |
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|
2022
Q1 | $36K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $344K | Sell |
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|
2018
Q2 | $702K | Buy |
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|
2018
Q1 | $700K | Buy |
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|
2017
Q4 | $462K | Buy |
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