Venturi Wealth Management’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-789
| Closed | -$90.5K | – | 1848 |
|
|
2024
Q4 | $90.5K | Buy |
789
+490
| +164% | +$56.2K | ﹤0.01% | 822 |
|
|
2024
Q3 | $44.9K | Buy |
299
+53
| +22% | +$7.97K | ﹤0.01% | 800 |
|
|
2024
Q2 | $35.6K | Buy |
246
+83
| +51% | +$12K | ﹤0.01% | 773 |
|
|
2024
Q1 | $24.9K | Sell |
163
-73
| -31% | -$11.2K | ﹤0.01% | 673 |
|
|
2023
Q4 | $33K | Buy |
236
+80
| +51% | +$11.2K | ﹤0.01% | 578 |
|
|
2023
Q3 | $19.4K | Buy |
156
+128
| +457% | +$16K | ﹤0.01% | 629 |
|
|
2023
Q2 | $3.35K | Hold |
28
| – | – | ﹤0.01% | 818 |
|
|
2023
Q1 | $3.25K | Buy |
+28
| New | +$3.25K | ﹤0.01% | 916 |
|