Yorktown Management & Research Company’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,050
| Closed | -$305K | – | 244 |
|
|
2025
Q1 | $305K | Hold |
3,050
| – | – | 0.33% | 147 |
|
|
2024
Q4 | $350K | Hold |
3,050
| – | – | 0.34% | 145 |
|
|
2024
Q3 | $458K | Hold |
3,050
| – | – | 0.47% | 92 |
|
|
2024
Q2 | $442K | Hold |
3,050
| – | – | 0.47% | 79 |
|
|
2024
Q1 | $466K | Hold |
3,050
| – | – | 0.44% | 73 |
|
|
2023
Q4 | $427K | Hold |
3,050
| – | – | 0.45% | 85 |
|
|
2023
Q3 | $380K | Hold |
3,050
| – | – | 0.43% | 90 |
|
|
2023
Q2 | $364K | Hold |
3,050
| – | – | 0.39% | 118 |
|
|
2023
Q1 | $354K | Hold |
3,050
| – | – | 0.38% | 107 |
|
|
2022
Q4 | $313K | Hold |
3,050
| – | – | 0.38% | 131 |
|
|
2022
Q3 | $265K | Buy |
+3,050
| New | +$265K | 0.34% | 128 |
|
|
2021
Q2 | – | Sell |
-6,900
| Closed | -$613K | – | 274 |
|
|
2021
Q1 | $613K | Hold |
6,900
| – | – | 0.51% | 55 |
|
|
2020
Q4 | $563K | Hold |
6,900
| – | – | 0.51% | 55 |
|
|
2020
Q3 | $436K | Buy |
+6,900
| New | +$436K | 0.41% | 75 |
|
|
2019
Q4 | – | Sell |
-4,000
| Closed | -$262K | – | 316 |
|
|
2019
Q3 | $262K | Buy |
+4,000
| New | +$262K | 0.14% | 214 |
|