NewEdge Advisors’s Westwood Holdings Group WHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.99K | Buy |
320
+5
| +2% | +$78 | ﹤0.01% | 3411 |
|
|
2025
Q1 | $5.11K | Sell |
315
-2
| -0.6% | -$32 | ﹤0.01% | 3292 |
|
|
2024
Q4 | $4.6K | Buy |
317
+53
| +20% | +$768 | ﹤0.01% | 3260 |
|
|
2024
Q3 | $3.75K | Sell |
264
-304
| -54% | -$4.32K | ﹤0.01% | 3244 |
|
|
2024
Q2 | $6.92K | Buy |
+568
| New | +$6.92K | ﹤0.01% | 2986 |
|
|
2024
Q1 | – | Sell |
-1,402
| Closed | -$17.6K | – | 3984 |
|
|
2023
Q4 | $17.6K | Buy |
+1,402
| New | +$17.6K | ﹤0.01% | 2617 |
|