Legal & General Group’s Westwood Holdings Group WHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5K | Buy |
+675
| New | +$10.5K | ﹤0.01% | 3274 |
|
|
2021
Q2 | – | Sell |
-692
| Closed | -$10K | – | 3659 |
|
|
2021
Q1 | $10K | Sell |
692
-760
| -52% | -$11K | ﹤0.01% | 3386 |
|
|
2020
Q4 | $21K | Hold |
1,452
| – | – | ﹤0.01% | 3075 |
|
|
2020
Q3 | $16K | Sell |
1,452
-373
| -20% | -$4.11K | ﹤0.01% | 3054 |
|
|
2020
Q2 | $29K | Sell |
1,825
-328
| -15% | -$5.21K | ﹤0.01% | 2915 |
|
|
2020
Q1 | $40K | Sell |
2,153
-206
| -9% | -$3.83K | ﹤0.01% | 2674 |
|
|
2019
Q4 | $70K | Hold |
2,359
| – | – | ﹤0.01% | 2705 |
|
|
2019
Q3 | $65K | Buy |
2,359
+760
| +48% | +$20.9K | ﹤0.01% | 2655 |
|
|
2019
Q2 | $53K | Hold |
1,599
| – | – | ﹤0.01% | 2761 |
|
|
2019
Q1 | $57K | Hold |
1,599
| – | – | ﹤0.01% | 2667 |
|
|
2018
Q4 | $54K | Buy |
1,599
+328
| +26% | +$11.1K | ﹤0.01% | 2668 |
|
|
2018
Q3 | $66K | Hold |
1,271
| – | – | ﹤0.01% | 2647 |
|
|
2018
Q2 | $76K | Sell |
1,271
-167
| -12% | -$9.99K | ﹤0.01% | 2582 |
|
|
2018
Q1 | $81K | Sell |
1,438
-690
| -32% | -$38.9K | ﹤0.01% | 2540 |
|
|
2017
Q4 | $142K | Hold |
2,128
| – | – | ﹤0.01% | 2441 |
|
|
2017
Q3 | $143K | Buy |
2,128
+232
| +12% | +$15.6K | ﹤0.01% | 2455 |
|
|
2017
Q2 | $107K | Hold |
1,896
| – | – | ﹤0.01% | 2570 |
|
|
2017
Q1 | $100K | Sell |
1,896
-28
| -1% | -$1.48K | ﹤0.01% | 2538 |
|
|
2016
Q4 | $116K | Buy |
1,924
+621
| +48% | +$37.4K | ﹤0.01% | 2473 |
|
|
2016
Q3 | $68K | Hold |
1,303
| – | – | ﹤0.01% | 2384 |
|
|
2016
Q2 | $68K | Hold |
1,303
| – | – | ﹤0.01% | 2313 |
|
|
2016
Q1 | $76K | Hold |
1,303
| – | – | ﹤0.01% | 2217 |
|
|
2015
Q4 | $68K | Hold |
1,303
| – | – | ﹤0.01% | 2292 |
|
|
2015
Q3 | $70K | Hold |
1,303
| – | – | ﹤0.01% | 2257 |
|
|
2015
Q2 | $78K | Hold |
1,303
| – | – | ﹤0.01% | 2301 |
|
|
2015
Q1 | $79K | Buy |
1,303
+339
| +35% | +$20.6K | ﹤0.01% | 2198 |
|
|
2014
Q4 | $61K | Sell |
964
-112
| -10% | -$7.09K | ﹤0.01% | 2314 |
|
|
2014
Q3 | $61K | Buy |
+1,076
| New | +$61K | ﹤0.01% | 2273 |
|