Ameritas Investment Partners’s Westwood Holdings Group WHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9K | Buy |
+761
| New | +$11.9K | ﹤0.01% | 2918 |
|
|
2021
Q2 | – | Sell |
-603
| Closed | -$9K | – | 3240 |
|
|
2021
Q1 | $9K | Hold |
603
| – | – | ﹤0.01% | 2906 |
|
|
2020
Q4 | $9K | Hold |
603
| – | – | ﹤0.01% | 2847 |
|
|
2020
Q3 | $7K | Hold |
603
| – | – | ﹤0.01% | 2889 |
|
|
2020
Q2 | $9K | Hold |
603
| – | – | ﹤0.01% | 2782 |
|
|
2020
Q1 | $11K | Hold |
603
| – | – | ﹤0.01% | 2519 |
|
|
2019
Q4 | $18K | Hold |
603
| – | – | ﹤0.01% | 2468 |
|
|
2019
Q3 | $17K | Hold |
603
| – | – | ﹤0.01% | 2486 |
|
|
2019
Q2 | $21K | Hold |
603
| – | – | ﹤0.01% | 2422 |
|
|
2019
Q1 | $21K | Hold |
603
| – | – | ﹤0.01% | 2357 |
|
|
2018
Q4 | $21K | Hold |
603
| – | – | ﹤0.01% | 2316 |
|
|
2018
Q3 | $31K | Hold |
603
| – | – | ﹤0.01% | 2272 |
|
|
2018
Q2 | $36K | Hold |
603
| – | – | ﹤0.01% | 2194 |
|
|
2018
Q1 | $34K | Hold |
603
| – | – | ﹤0.01% | 2142 |
|
|
2017
Q4 | $40K | Hold |
603
| – | – | ﹤0.01% | 2050 |
|
|
2017
Q3 | $36K | Hold |
603
| – | – | ﹤0.01% | 2077 |
|
|
2017
Q2 | $34K | Hold |
603
| – | – | ﹤0.01% | 2154 |
|
|
2017
Q1 | $32K | Buy |
+603
| New | +$32K | ﹤0.01% | 2129 |
|