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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$348K	Hold
2025 Q3	$333K	Sell
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