Empowered Funds’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
Q4
Sell
2025
Q3
$577K Buy
2025
Q2
$486K Buy
2025
Q1
$466K Buy
2024
Q4
$384K Buy
2024
Q3
$357K Buy
2024
Q2
$291K Buy
2024
Q1
$275K Buy
2023
Q4
$260K Buy
2023
Q3
$193K Buy
2023
Q2
$218K Buy