Cerity Partners’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 | $162K | Hold |
10,374
| – | – | ﹤0.01% | 2402 |
|
|
2025
Q1 | $168K | Hold |
10,374
| – | – | ﹤0.01% | 2246 |
|
|
2024
Q4 | $151K | Hold |
10,374
| – | – | ﹤0.01% | 2283 |
|
|
2024
Q3 | $147K | Buy |
+10,374
| New | +$147K | ﹤0.01% | 2377 |
|
|
2024
Q1 | – | Sell |
-20,520
| Closed | -$258K | – | 2352 |
|
|
2023
Q4 | $258K | Buy |
+20,520
| New | +$258K | ﹤0.01% | 1596 |
|