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Transamerica Financial Advisors’s Westlake Corp WLK Stock Holding History

Transamerica Financial Advisors’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
Q1 		$152K Buy
1,300
+495
+61% +$48K 0.01% 436
2025
Q4 		$59.5K Buy
805
+219
+37% +$15.6K 0.01% 519
2025
Q3 		$45.1K Buy
586
+148
+34% +$12.3K ﹤0.01% 494
2025
Q2 		$33.2K Sell
438
-1
-0.2% -$82 ﹤0.01% 320
2025
Q1 		$44K Buy
439
+50
+13% +$5.54K ﹤0.01% 314
2024
Q4 		$45K Buy
389
+367
+1,668% +$47.8K ﹤0.01% 318
2024
Q3 		$4K Buy
+22
New +$3.17K ﹤0.01% 366

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BlackRock
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T. Rowe Price Associates
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BIP
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Wellington Management Group
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VPM
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Dimensional Fund Advisors
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VCM
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return