VWM
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Venturi Wealth Management’s Westlake Corp WLK Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-789
Closed -$90.5K – 1850
2024
Q4 		$90.5K Buy
789
+490
+164% +$63.8K ﹤0.01% 822
2024
Q3 		$44.9K Buy
299
+53
+22% +$7.63K ﹤0.01% 802
2024
Q2 		$35.6K Buy
246
+83
+51% +$12.7K ﹤0.01% 774
2024
Q1 		$24.9K Sell
163
-73
-31% -$10.3K ﹤0.01% 674
2023
Q4 		$33K Buy
236
+80
+51% +$10.2K ﹤0.01% 579
2023
Q3 		$19.4K Buy
156
+128
+457% +$16.4K ﹤0.01% 630
2023
Q2 		$3.35K Hold
28
– – ﹤0.01% 819
2023
Q1 		$3.25K Buy
+28
New +$3.23K ﹤0.01% 916

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