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Executive Wealth Management, LLC

SEC CIK
0001542611
Latest filing
Feb 13, 2025

WRK holding history

WestRock Co in every 13F filed by Executive Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WRK overviewAll 13F holders of WRKFull Q4 2024 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2023
Holdings of WRK by Executive Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−6,000−100.0%Sold outHolders
Q2 20246,000$301.6K0.1%00.0%UnchangedHolders
Q1 20246,000$296.0K<0.1%00.0%UnchangedHolders
Q4 20236,000$249.1K<0.1%00.0%UnchangedHolders
Q3 20236,000$214.8K<0.1%−3,000−33.3%ReducedHolders
Q2 20239,000$261.6K<0.1%00.0%UnchangedHolders
Q1 20239,000$274.2K<0.1%+9,000NewHolders