Waverly 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
-7,550
Closed -$379K 837
2024
Q2
$379K Sell
7,550
-38
-0.5% -$1.91K 0.01% 624
2024
Q1
$375K Buy
7,588
+58
+0.8% +$2.87K 0.01% 527
2023
Q4
$313K Hold
7,530
0.01% 353
2023
Q3
$270K Buy
+7,530
New +$270K 0.01% 339