Levin Capital Strategies’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
$398K Hold
2025
Q1
$413K Hold
2024
Q4
$370K Hold
2024
Q3
$362K Hold
2024
Q2
$311K Hold
2024
Q1
$314K Hold
2023
Q4
$321K Hold
2023
Q3
$259K Hold
2023
Q2
$316K Buy
2023
Q1
$178K Buy