Carson Wealth (CWM LLC)’s Westwood Holdings Group WHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $0 | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $0 | Hold |
|
|||||
|
2022
Q4 | $0 | Hold |
|
|||||
|
2022
Q3 | $0 | Hold |
|
|||||
|
2022
Q2 | $0 | Hold |
|
|||||
|
2022
Q1 | $0 | Hold |
|
|||||
|
2021
Q4 | $0 | Buy |
|
|||||
|
2021
Q2 | $0 | Hold |
|
|||||
|
2021
Q1 | $0 | Hold |
|
|||||
|
2020
Q4 | $0 | Hold |
|
|||||
|
2020
Q3 | $0 | Hold |
|
|||||
|
2020
Q2 | $0 | Hold |
|
|||||
|
2020
Q1 | $0 | Hold |
|
|||||
|
2019
Q4 | $0 | Hold |
|
|||||
|
2019
Q3 | $0 | Hold |
|
|||||
|
2019
Q2 | $0 | Hold |
|
|||||
|
2019
Q1 | $0 | Buy |
|