Ancora Advisors’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 | $156K | Sell |
10,009
-2,803
| -22% | -$43.7K | ﹤0.01% | 767 |
|
|
2025
Q1 | $208K | Sell |
12,812
-11,200
| -47% | -$181K | ﹤0.01% | 691 |
|
|
2024
Q4 | $348K | Buy |
+24,012
| New | +$348K | 0.01% | 583 |
|
|
2022
Q3 | – | Sell |
-71,965
| Closed | -$993K | – | 2134 |
|
|
2022
Q2 | $993K | Sell |
71,965
-150,212
| -68% | -$2.07M | 0.03% | 356 |
|
|
2022
Q1 | $3.4M | Sell |
222,177
-2,534
| -1% | -$38.8K | 0.08% | 198 |
|
|
2021
Q4 | $3.81M | Buy |
224,711
+34,558
| +18% | +$585K | 0.09% | 194 |
|
|
2021
Q3 | $3.61M | Buy |
190,153
+51,177
| +37% | +$972K | 0.09% | 200 |
|
|
2021
Q2 | $3.02M | Buy |
+138,976
| New | +$3.02M | 0.08% | 220 |
|