Unison Advisors’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 | $391K | Buy |
5,146
+30
| +0.6% | +$2.28K | 0.04% | 161 |
|
|
2025
Q1 | $512K | Buy |
5,116
+21
| +0.4% | +$2.1K | 0.07% | 145 |
|
|
2024
Q4 | $584K | Buy |
5,095
+18
| +0.4% | +$2.06K | 0.07% | 147 |
|
|
2024
Q3 | $763K | Buy |
5,077
+17
| +0.3% | +$2.56K | 0.09% | 112 |
|
|
2024
Q2 | $733K | Buy |
5,060
+16
| +0.3% | +$2.32K | 0.09% | 115 |
|
|
2024
Q1 | $771K | Buy |
5,044
+17
| +0.3% | +$2.6K | 0.08% | 106 |
|
|
2023
Q4 | $704K | Buy |
5,027
+19
| +0.4% | +$2.66K | 0.07% | 111 |
|
|
2023
Q3 | $624K | Buy |
5,008
+14
| +0.3% | +$1.75K | 0.07% | 107 |
|
|
2023
Q2 | $597K | Buy |
4,994
+15
| +0.3% | +$1.79K | 0.07% | 106 |
|
|
2023
Q1 | $577K | Buy |
4,979
+21
| +0.4% | +$2.44K | 0.06% | 115 |
|
|
2022
Q4 | $508K | Buy |
4,958
+14
| +0.3% | +$1.44K | 0.07% | 127 |
|
|
2022
Q3 | $430K | Buy |
4,944
+1,216
| +33% | +$106K | 0.08% | 128 |
|
|
2022
Q2 | $366K | Buy |
3,728
+8
| +0.2% | +$785 | 0.09% | 125 |
|
|
2022
Q1 | $459K | Buy |
3,720
+10
| +0.3% | +$1.23K | 0.11% | 108 |
|
|
2021
Q4 | $360K | Buy |
3,710
+11
| +0.3% | +$1.07K | 0.09% | 146 |
|
|
2021
Q3 | $337K | Buy |
3,699
+10
| +0.3% | +$911 | 0.08% | 143 |
|
|
2021
Q2 | $332K | Buy |
3,689
+10
| +0.3% | +$900 | 0.06% | 151 |
|
|
2021
Q1 | $327K | Buy |
3,679
+11
| +0.3% | +$978 | 0.06% | 159 |
|
|
2020
Q4 | $299K | Buy |
3,668
+14
| +0.4% | +$1.14K | 0.07% | 145 |
|
|
2020
Q3 | $231K | Buy |
+3,654
| New | +$231K | 0.07% | 123 |
|
|
2020
Q1 | – | Sell |
-3,599
| Closed | -$252K | – | 170 |
|
|
2019
Q4 | $252K | Buy |
3,599
+14
| +0.4% | +$980 | 0.18% | 135 |
|
|
2019
Q3 | $235K | Buy |
3,585
+12
| +0.3% | +$787 | 0.18% | 136 |
|
|
2019
Q2 | $249K | Buy |
3,573
+12
| +0.3% | +$836 | 0.19% | 124 |
|
|
2019
Q1 | $241K | Hold |
3,561
| – | – | 0.18% | 135 |
|
|
2018
Q4 | $235K | Buy |
+3,561
| New | +$235K | 0.19% | 129 |
|