WLK WESTLAKE CORPORATION

Ownership history in Sequent Planning LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Sequent Planning LLC reported a position in WESTLAKE CORPORATION (WLK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.27% (2024 Q1)
Avg. % of fund
0.2%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,845 -67 -1.4% 0.11% $373K $76.01
2025 Q2 REDUCED 4,912 -68 -1.4% 0.12% $373K $74.42
2025 Q1 REDUCED 4,980 -13 -0.3% 0.18% $498K $97.39
2024 Q4 REDUCED 4,993 -63 -1.2% 0.21% $572K $111.09
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WLK price (monthly, adj. close)
← Back to Sequent Planning LLC Holdings