Empowered Funds’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
Q2 | $486K | Buy |
31,168
+2,417
| +8% | +$37.7K | 0.01% | 1330 |
|
|
2025
Q1 | $466K | Buy |
28,751
+2,291
| +9% | +$37.1K | 0.01% | 1239 |
|
|
2024
Q4 | $384K | Buy |
26,460
+1,353
| +5% | +$19.6K | 0.01% | 1273 |
|
|
2024
Q3 | $357K | Buy |
25,107
+1,206
| +5% | +$17.1K | 0.01% | 1202 |
|
|
2024
Q2 | $291K | Buy |
23,901
+1,620
| +7% | +$19.7K | 0.01% | 1216 |
|
|
2024
Q1 | $275K | Buy |
22,281
+1,575
| +8% | +$19.4K | 0.01% | 1229 |
|
|
2023
Q4 | $260K | Buy |
20,706
+1,728
| +9% | +$21.7K | 0.01% | 1149 |
|
|
2023
Q3 | $193K | Buy |
18,978
+1,422
| +8% | +$14.4K | 0.01% | 1156 |
|
|
2023
Q2 | $218K | Buy |
+17,556
| New | +$218K | 0.01% | 1054 |
|