Dimensional Fund Advisors’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
Q2 | $4.34M | Buy |
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|
2025
Q1 | $4.24M | Buy |
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|
2024
Q4 | $3.75M | Buy |
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|
2024
Q3 | $3.53M | Buy |
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|
2024
Q2 | $2.97M | Buy |
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|
2024
Q1 | $2.93M | Buy |
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|
2023
Q4 | $2.95M | Buy |
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|
2023
Q3 | $2.24M | Sell |
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|
2023
Q2 | $2.94M | Sell |
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|
2023
Q1 | $2.75M | Sell |
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|
2022
Q4 | $2.74K | Sell |
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|
2022
Q3 | $2.39M | Sell |
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|
2022
Q2 | $3.46M | Sell |
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|
2022
Q1 | $3.87M | Sell |
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|
2021
Q4 | $4.46M | Sell |
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|
2021
Q3 | $5.25M | Sell |
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|
2021
Q2 | $6.04M | Buy |
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|
2021
Q1 | $3.99M | Sell |
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|
2020
Q4 | $4.33M | Sell |
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|
2020
Q3 | $3.8M | Sell |
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|
2020
Q2 | $5.8M | Sell |
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|
2020
Q1 | $6.99M | Sell |
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|
2019
Q4 | $11.7M | Sell |
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|
2019
Q3 | $11M | Buy |
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|
2019
Q2 | $13.8M | Buy |
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|
2019
Q1 | $13.6M | Buy |
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|
2018
Q4 | $12.7M | Buy |
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|
2018
Q3 | $18.7M | Buy |
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|
2018
Q2 | $21.1M | Buy |
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|
2018
Q1 | $18.8M | Buy |
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|
2017
Q4 | $20.8M | Buy |
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|
2017
Q3 | $20.5M | Buy |
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|
2017
Q2 | $16.3M | Buy |
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|
2017
Q1 | $14.7M | Buy |
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|
2016
Q4 | $15.5M | Buy |
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|
2016
Q3 | $11.9M | Buy |
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|
2016
Q2 | $11.5M | Buy |
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|
2016
Q1 | $12.8M | Buy |
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|
2015
Q4 | $10.9M | Buy |
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|
2015
Q3 | $10.8M | Buy |
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|
2015
Q2 | $11.6M | Buy |
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|
2015
Q1 | $11.5M | Buy |
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|
2014
Q4 | $11.5M | Buy |
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|
2014
Q3 | $10.3M | Buy |
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|
2014
Q2 | $10.6M | Sell |
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|
2014
Q1 | $12.3M | Buy |
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|
2013
Q4 | $10.2M | Buy |
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|
2013
Q3 | $7.8M | Sell |
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|
2013
Q2 | $7.08M | Buy |
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