Concourse Financial Group Securities’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
Q1 | – | Hold |
0
| – | – | – | 8360 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 8519 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 8520 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 8532 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 8536 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 8468 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 8262 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 8050 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 7756 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 7766 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 7590 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7487 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7349 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7226 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 6991 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6741 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6502 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6302 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 6090 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 5934 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5858 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5771 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 5615 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5647 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 5549 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5460 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5293 |
|