Northwestern Mutual Wealth 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 |
|
|||||
|
2025
Q1 | $826 | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $9K | Hold |
|
|||||
|
2019
Q4 | $14K | Hold |
|
|||||
|
2019
Q3 | $13K | Hold |
|
|||||
|
2019
Q2 | $17K | Sell |
|
|||||
|
2019
Q1 | $20K | Buy |
|
|||||
|
2018
Q4 | $17K | Hold |
|
|||||
|
2018
Q3 | $25K | Hold |
|
|||||
|
2018
Q2 | $29K | Hold |
|
|||||
|
2018
Q1 | $27K | Hold |
|
|||||
|
2017
Q4 | $32K | Hold |
|
|||||
|
2017
Q3 | $33K | Hold |
|
|||||
|
2017
Q2 | $28K | Hold |
|
|||||
|
2017
Q1 | $26K | Hold |
|
|||||
|
2016
Q4 | $29K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $25K | Sell |
|
|||||
|
2016
Q1 | $47K | Buy |
|
|||||
|
2015
Q4 | $25K | Hold |
|
|||||
|
2015
Q3 | $26K | Hold |
|
|||||
|
2015
Q2 | $29K | Buy |
|