Arete Wealth Advisors’s Westwood Holdings Group WHG Stock Holding History

Arete Wealth Advisors’s Portfolio WHG Stock Details WHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$316K	Sell
2025 Q1	$330K	Hold
2024 Q4	$299K	Sell
2024 Q3	$294K	Buy
2024 Q2	$221K	Sell
2024 Q1	$231K	Buy
2023 Q4	$213K	Buy
2023 Q3	$147K	Buy