Morgan Stanley’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 | $379K | Buy |
|
|||||
|
2025
Q1 | $301K | Buy |
|
|||||
|
2024
Q4 | $135K | Buy |
|
|||||
|
2024
Q3 | $125K | Buy |
|
|||||
|
2024
Q2 | $104K | Sell |
|
|||||
|
2024
Q1 | $122K | Buy |
|
|||||
|
2023
Q4 | $116K | Buy |
|
|||||
|
2023
Q3 | $31.2K | Buy |
|
|||||
|
2023
Q2 | $36.8K | Buy |
|
|||||
|
2023
Q1 | $30.6K | Sell |
|
|||||
|
2022
Q4 | $47K | Sell |
|
|||||
|
2022
Q3 | $101K | Sell |
|
|||||
|
2022
Q2 | $222K | Buy |
|
|||||
|
2022
Q1 | $55K | Buy |
|
|||||
|
2021
Q4 | $32K | Buy |
|
|||||
|
2021
Q3 | $25K | Sell |
|
|||||
|
2021
Q2 | $396K | Sell |
|
|||||
|
2021
Q1 | $415K | Buy |
|
|||||
|
2020
Q4 | $385K | Buy |
|
|||||
|
2020
Q3 | $132K | Buy |
|
|||||
|
2020
Q2 | $71K | Sell |
|
|||||
|
2020
Q1 | $188K | Sell |
|
|||||
|
2019
Q4 | $840K | Buy |
|
|||||
|
2019
Q3 | $583K | Buy |
|
|||||
|
2019
Q2 | $14K | Sell |
|
|||||
|
2019
Q1 | $802K | Sell |
|
|||||
|
2018
Q4 | $1.2M | Buy |
|
|||||
|
2018
Q3 | $1.29M | Sell |
|
|||||
|
2018
Q2 | $2.01M | Buy |
|
|||||
|
2018
Q1 | $1.87M | Buy |
|
|||||
|
2017
Q4 | $1.51M | Buy |
|
|||||
|
2017
Q3 | $1.21M | Buy |
|
|||||
|
2017
Q2 | $909K | Buy |
|
|||||
|
2017
Q1 | $788K | Sell |
|
|||||
|
2016
Q4 | $1.62M | Buy |
|
|||||
|
2016
Q3 | $104K | Sell |
|
|||||
|
2016
Q2 | $114K | Sell |
|
|||||
|
2016
Q1 | $160K | Sell |
|
|||||
|
2015
Q4 | $998K | Buy |
|
|||||
|
2015
Q3 | $321K | Buy |
|
|||||
|
2015
Q2 | $151K | Sell |
|
|||||
|
2015
Q1 | $795K | Sell |
|
|||||
|
2014
Q4 | $2.02M | Buy |
|
|||||
|
2014
Q3 | $862K | Buy |
|
|||||
|
2014
Q2 | $608K | Buy |
|
|||||
|
2014
Q1 | $296K | Sell |
|
|||||
|
2013
Q4 | $381K | Buy |
|