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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $690K | Buy |
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|
2025
Q4 | – | Sell |
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|
2025
Q3 | $577K | Buy |
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|
2025
Q2 | $486K | Buy |
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|
2025
Q1 | $466K | Buy |
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|
2024
Q4 | $384K | Buy |
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|
2024
Q3 | $357K | Buy |
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|
2024
Q2 | $291K | Buy |
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|
2024
Q1 | $275K | Buy |
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|
2023
Q4 | $260K | Buy |
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|
2023
Q3 | $193K | Buy |
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|
2023
Q2 | $218K | Buy |
|