United Capital Financial Advisors’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,767
| Closed | -$541K | – | 1088 |
|
|
2024
Q2 | $541K | Sell |
10,767
-862
| -7% | -$43.3K | ﹤0.01% | 685 |
|
|
2024
Q1 | $575K | Sell |
11,629
-649
| -5% | -$32.1K | ﹤0.01% | 695 |
|
|
2023
Q4 | $510K | Buy |
+12,278
| New | +$510K | ﹤0.01% | 718 |
|
|
2023
Q1 | – | Sell |
-8,197
| Closed | -$288K | – | 1084 |
|
|
2022
Q4 | $288K | Sell |
8,197
-1,452
| -15% | -$51.1K | ﹤0.01% | 893 |
|
|
2022
Q3 | $298K | Sell |
9,649
-1,184
| -11% | -$36.6K | ﹤0.01% | 912 |
|
|
2022
Q2 | $432K | Sell |
10,833
-1,479
| -12% | -$59K | ﹤0.01% | 835 |
|
|
2022
Q1 | $579K | Sell |
12,312
-2,736
| -18% | -$129K | ﹤0.01% | 797 |
|
|
2021
Q4 | $668K | Sell |
15,048
-1,334
| -8% | -$59.2K | ﹤0.01% | 783 |
|
|
2021
Q3 | $816K | Sell |
16,382
-7,044
| -30% | -$351K | ﹤0.01% | 728 |
|
|
2021
Q2 | $1.25M | Sell |
23,426
-1,470
| -6% | -$78.3K | 0.01% | 639 |
|
|
2021
Q1 | $1.3M | Sell |
24,896
-2,915
| -10% | -$152K | 0.01% | 602 |
|
|
2020
Q4 | $1.21M | Sell |
27,811
-7,053
| -20% | -$307K | 0.01% | 624 |
|
|
2020
Q3 | $1.21M | Buy |
34,864
+3,330
| +11% | +$116K | 0.01% | 602 |
|
|
2020
Q2 | $891K | Buy |
31,534
+2,452
| +8% | +$69.3K | 0.01% | 692 |
|
|
2020
Q1 | $822K | Sell |
29,082
-112,883
| -80% | -$3.19M | 0.01% | 680 |
|
|
2019
Q4 | $6.09M | Buy |
141,965
+91,980
| +184% | +$3.95M | 0.04% | 388 |
|
|
2019
Q3 | $1.82M | Buy |
49,985
+2,032
| +4% | +$74.1K | 0.01% | 602 |
|
|
2019
Q2 | $1.75M | Buy |
47,953
+9,186
| +24% | +$335K | 0.01% | 653 |
|
|
2019
Q1 | $1.49M | Buy |
38,767
+15,607
| +67% | +$599K | 0.01% | 662 |
|
|
2018
Q4 | $875K | Buy |
23,160
+18,104
| +358% | +$684K | 0.01% | 751 |
|
|
2018
Q3 | $271K | Buy |
5,056
+40
| +0.8% | +$2.14K | ﹤0.01% | 1152 |
|
|
2018
Q2 | $286K | Sell |
5,016
-960
| -16% | -$54.7K | ﹤0.01% | 1095 |
|
|
2018
Q1 | $383K | Buy |
+5,976
| New | +$383K | ﹤0.01% | 1020 |
|
|
2016
Q3 | – | Sell |
-15,561
| Closed | -$607K | – | 1312 |
|
|
2016
Q2 | $607K | Sell |
15,561
-1,116
| -7% | -$43.5K | 0.01% | 860 |
|
|
2016
Q1 | $586K | Buy |
16,677
+24
| +0.1% | +$843 | 0.01% | 832 |
|
|
2015
Q4 | $684K | Sell |
16,653
-7,583
| -31% | -$311K | 0.01% | 796 |
|
|
2015
Q3 | $1.12M | Buy |
+24,236
| New | +$1.12M | 0.01% | 659 |
|