Millennium 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
Q2 | – | Sell |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $146K | Buy |
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $149K | Sell |
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|
2023
Q1 | $172K | Sell |
|
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|
2022
Q4 | $172K | Sell |
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|
2022
Q3 | $235K | Sell |
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|
2022
Q2 | $348K | Sell |
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|
2022
Q1 | $566K | Sell |
|
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|
2021
Q4 | $730K | Sell |
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|
2021
Q3 | $996K | Sell |
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|
2021
Q2 | $1.97M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $461K | Sell |
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|
2019
Q2 | $1.88M | Buy |
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|
2019
Q1 | $1.09M | Buy |
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|
2018
Q4 | $834K | Buy |
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|
2018
Q3 | $1.27M | Sell |
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|
2018
Q2 | $2.02M | Buy |
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|
2018
Q1 | $1.48M | Buy |
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|
2017
Q4 | $1.09M | Buy |
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|
2017
Q3 | $525K | Sell |
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|
2017
Q2 | $870K | Sell |
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|
2017
Q1 | $1.7M | Buy |
|
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|
2016
Q4 | $225K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $361K | Sell |
|
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|
2015
Q4 | $390K | Buy |
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|
2015
Q3 | – | Sell |
|
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|
2015
Q2 | $305K | Sell |
|
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|
2015
Q1 | $1.45M | Buy |
|
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|
2014
Q4 | $689K | Buy |
|
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|
2014
Q1 | – | Sell |
|
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|
2013
Q4 | $235K | Buy |
|