De Lisle Partners’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
$1.21M Hold
2025
Q2
$1.14M Hold
2025
Q1
$1.18M Hold
2024
Q4
$1.07M Buy
2024
Q3
$972K Buy
2024
Q2
$359K Hold
2024
Q1
$368K Buy