FNY Investment Advisers’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 | $0 | Hold |
50
| – | – | ﹤0.01% | 1136 |
|
|
2025
Q1 | $0 | Buy |
+50
| New | – | ﹤0.01% | 972 |
|
|
2024
Q4 | – | Sell |
-50
| Closed | – | – | 917 |
|
|
2024
Q3 | $0 | Buy |
+50
| New | – | ﹤0.01% | 812 |
|
|
2023
Q4 | – | Sell |
-50
| Closed | – | – | 771 |
|
|
2023
Q3 | $0 | Hold |
50
| – | – | ﹤0.01% | 750 |
|
|
2023
Q2 | $0 | Hold |
50
| – | – | ﹤0.01% | 705 |
|
|
2023
Q1 | $0 | Hold |
50
| – | – | ﹤0.01% | 749 |
|
|
2022
Q4 | $0 | Hold |
50
| – | – | ﹤0.01% | 768 |
|
|
2022
Q3 | $0 | Hold |
50
| – | – | ﹤0.01% | 853 |
|
|
2022
Q2 | $0 | Hold |
50
| – | – | ﹤0.01% | 908 |
|
|
2022
Q1 | $0 | Buy |
+50
| New | – | ﹤0.01% | 888 |
|
|
2020
Q1 | – | Sell |
-91
| Closed | -$2K | – | 793 |
|
|
2019
Q4 | $2K | Buy |
91
+5
| +6% | +$110 | ﹤0.01% | 686 |
|
|
2019
Q3 | $2K | Buy |
+86
| New | +$2K | ﹤0.01% | 689 |
|
|
2019
Q2 | – | Sell |
-71
| Closed | -$2K | – | 1107 |
|
|
2019
Q1 | $2K | Buy |
71
+26
| +58% | +$732 | ﹤0.01% | 556 |
|
|
2018
Q4 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 565 |
|
|
2018
Q3 | – | Sell |
-23
| Closed | -$1K | – | 1193 |
|
|
2018
Q2 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 856 |
|