TW
WRK
Transform Wealth’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-29,947
| Closed | -$1.51M | – | 237 |
|
|
2024
Q2 | $1.51M | Sell |
29,947
-2,120
| -7% | -$107K | 0.11% | 106 |
|
|
2024
Q1 | $1.59M | Sell |
32,067
-1,974
| -6% | -$97.6K | 0.15% | 105 |
|
|
2023
Q4 | $1.41M | Sell |
34,041
-2,719
| -7% | -$113K | 0.14% | 118 |
|
|
2023
Q3 | $1.32M | Buy |
36,760
+1,968
| +6% | +$70.5K | 0.14% | 119 |
|
|
2023
Q2 | $1.01M | Buy |
34,792
+107
| +0.3% | +$3.11K | 0.09% | 134 |
|
|
2023
Q1 | $1.06M | Buy |
34,685
+874
| +3% | +$26.6K | 0.1% | 128 |
|
|
2022
Q4 | $1.19M | Sell |
33,811
-332
| -1% | -$11.7K | 0.13% | 116 |
|
|
2022
Q3 | $1.06M | Sell |
34,143
-5,042
| -13% | -$156K | 0.14% | 92 |
|
|
2022
Q2 | $1.56M | Sell |
39,185
-1,367
| -3% | -$54.5K | 0.23% | 82 |
|
|
2022
Q1 | $1.91M | Sell |
40,552
-1,437
| -3% | -$67.6K | 0.21% | 91 |
|
|
2021
Q4 | $1.86M | Sell |
41,989
-12,965
| -24% | -$575K | 0.19% | 86 |
|
|
2021
Q3 | $2.74M | Sell |
54,954
-105,235
| -66% | -$5.24M | 0.31% | 78 |
|
|
2021
Q2 | $8.53M | Buy |
160,189
+43,502
| +37% | +$2.32M | 1.04% | 29 |
|
|
2021
Q1 | $6.07M | Sell |
116,687
-2,216
| -2% | -$115K | 1.22% | 22 |
|
|
2020
Q4 | $5.18M | Sell |
118,903
-58,525
| -33% | -$2.55M | 1.08% | 28 |
|
|
2020
Q3 | $6.16M | Buy |
177,428
+40,907
| +30% | +$1.42M | 0.99% | 34 |
|
|
2020
Q2 | $3.86M | Buy |
+136,521
| New | +$3.86M | 0.66% | 56 |
|