JPMorgan Chase & Co’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
Q2 | $118K | Buy |
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|
2025
Q1 | $8.86K | Sell |
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|
2024
Q4 | $8.68K | Hold |
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|
2024
Q3 | $8.49K | Hold |
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|
2024
Q2 | $7.28K | Buy |
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|
2024
Q1 | $6.07K | Sell |
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|
2023
Q4 | $7.92K | Buy |
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|
2023
Q3 | $233 | Buy |
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|
2023
Q2 | $174 | Hold |
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|
2023
Q1 | $0 | Hold |
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|
2022
Q4 | $0 | Sell |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $0 | Sell |
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|
2021
Q4 | $41K | Sell |
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|
2021
Q3 | $206K | Sell |
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|
2021
Q2 | $385K | Sell |
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|
2021
Q1 | $512K | Buy |
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|
2020
Q4 | $416K | Buy |
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|
2020
Q3 | $85K | Sell |
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|
2020
Q2 | $156K | Sell |
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|
2020
Q1 | $379K | Buy |
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|
2019
Q4 | $476K | Sell |
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|
2019
Q3 | $1.27M | Sell |
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|
2019
Q2 | $1.85M | Buy |
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|
2019
Q1 | $1.74M | Sell |
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|
2018
Q4 | $1.74M | Buy |
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|
2018
Q3 | $1.24M | Buy |
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|
2018
Q2 | $1.36M | Buy |
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|
2018
Q1 | $452K | Buy |
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|
2017
Q4 | $116K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $712K | Sell |
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|
2017
Q1 | $828K | Sell |
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|
2016
Q4 | $1.18M | Buy |
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|
2016
Q3 | $685K | Buy |
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