Total Wealth Planning & Management’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	$424K	Buy	5,586 +1,621	+41%	+$123K	0.34%	103
2025 Q1	$397K	Buy	3,965 +1,344	+51%	+$134K	0.38%	90
2024 Q4	$300K	Buy	+2,621	New	+$300K	0.27%	118