Vest Financial’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 |
-21,501
| Closed | -$2.47M | – | 418 |
|
|
2024
Q4 | $2.47M | Buy |
21,501
+11,091
| +107% | +$1.27M | 0.04% | 156 |
|
|
2024
Q3 | $1.56M | Buy |
10,410
+2,988
| +40% | +$449K | 0.03% | 141 |
|
|
2024
Q2 | $1.07M | Buy |
7,422
+1,778
| +32% | +$257K | 0.03% | 192 |
|
|
2024
Q1 | $862K | Buy |
5,644
+3,962
| +236% | +$605K | 0.02% | 181 |
|
|
2023
Q4 | $235K | Buy |
+1,682
| New | +$235K | 0.01% | 191 |
|