Marquette Asset Management’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
Q1 | – | Sell |
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|
2024
Q4 | $373K | Hold |
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|
2024
Q3 | $365K | Hold |
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|
2024
Q2 | $313K | Hold |
|
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|
2024
Q1 | $317K | Hold |
|
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|
2023
Q4 | $323K | Sell |
|
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|
2023
Q3 | $262K | Hold |
|
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|
2023
Q2 | $321K | Hold |
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|
2023
Q1 | $290K | Hold |
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|
2022
Q4 | $288K | Hold |
|
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|
2022
Q3 | $249K | Hold |
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|
2022
Q2 | $357K | Hold |
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|
2022
Q1 | $396K | Hold |
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|
2021
Q4 | $438K | Hold |
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|
2021
Q3 | $491K | Hold |
|
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|
2021
Q2 | $563K | Hold |
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|
2021
Q1 | $374K | Hold |
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|
2020
Q4 | $375K | Buy |
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|
2020
Q3 | $182K | Buy |
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