Arete Wealth 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 | $316K | Sell |
20,275
-83
| -0.4% | -$1.29K | 0.02% | 542 |
|
|
2025
Q1 | $330K | Hold |
20,358
| – | – | 0.03% | 499 |
|
|
2024
Q4 | $299K | Sell |
20,358
-69
| -0.3% | -$1.01K | 0.02% | 561 |
|
|
2024
Q3 | $294K | Buy |
20,427
+2,178
| +12% | +$31.3K | 0.03% | 526 |
|
|
2024
Q2 | $221K | Sell |
18,249
-485
| -3% | -$5.87K | 0.02% | 628 |
|
|
2024
Q1 | $231K | Buy |
18,734
+1,803
| +11% | +$22.2K | 0.02% | 366 |
|
|
2023
Q4 | $213K | Buy |
16,931
+2,483
| +17% | +$31.2K | 0.02% | 660 |
|
|
2023
Q3 | $147K | Buy |
+14,448
| New | +$147K | 0.03% | 455 |
|