Gabelli & Co 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 | $172K | Hold |
11,000
| – | – | 0.03% | 215 |
|
|
2025
Q1 | $178K | Hold |
11,000
| – | – | 0.03% | 201 |
|
|
2024
Q4 | $160K | Buy |
+11,000
| New | +$160K | 0.03% | 199 |
|
|
2024
Q3 | – | Sell |
-11,000
| Closed | -$134K | – | 263 |
|
|
2024
Q2 | $134K | Hold |
11,000
| – | – | 0.02% | 196 |
|
|
2024
Q1 | $136K | Hold |
11,000
| – | – | 0.02% | 188 |
|
|
2023
Q4 | $138K | Hold |
11,000
| – | – | 0.03% | 184 |
|
|
2023
Q3 | $112K | Sell |
11,000
-500
| -4% | -$5.08K | 0.02% | 186 |
|
|
2023
Q2 | $143K | Buy |
+11,500
| New | +$143K | 0.02% | 184 |
|