Northwestern Mutual Wealth Management’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 | – | Sell |
-51
| Closed | -$826 | – | 4025 |
|
|
2025
Q1 | $826 | Buy |
+51
| New | +$826 | ﹤0.01% | 3312 |
|
|
2020
Q2 | – | Sell |
-486
| Closed | -$9K | – | 2717 |
|
|
2020
Q1 | $9K | Hold |
486
| – | – | ﹤0.01% | 1927 |
|
|
2019
Q4 | $14K | Hold |
486
| – | – | ﹤0.01% | 1854 |
|
|
2019
Q3 | $13K | Hold |
486
| – | – | ﹤0.01% | 1863 |
|
|
2019
Q2 | $17K | Sell |
486
-70
| -13% | -$2.45K | ﹤0.01% | 1784 |
|
|
2019
Q1 | $20K | Buy |
556
+70
| +14% | +$2.52K | ﹤0.01% | 1724 |
|
|
2018
Q4 | $17K | Hold |
486
| – | – | ﹤0.01% | 1664 |
|
|
2018
Q3 | $25K | Hold |
486
| – | – | ﹤0.01% | 1572 |
|
|
2018
Q2 | $29K | Hold |
486
| – | – | ﹤0.01% | 1469 |
|
|
2018
Q1 | $27K | Hold |
486
| – | – | ﹤0.01% | 1426 |
|
|
2017
Q4 | $32K | Hold |
486
| – | – | ﹤0.01% | 1332 |
|
|
2017
Q3 | $33K | Hold |
486
| – | – | ﹤0.01% | 1272 |
|
|
2017
Q2 | $28K | Hold |
486
| – | – | ﹤0.01% | 1276 |
|
|
2017
Q1 | $26K | Hold |
486
| – | – | ﹤0.01% | 1246 |
|
|
2016
Q4 | $29K | Buy |
+486
| New | +$29K | ﹤0.01% | 1224 |
|
|
2016
Q3 | – | Sell |
-486
| Closed | -$25K | – | 1525 |
|
|
2016
Q2 | $25K | Sell |
486
-320
| -40% | -$16.5K | ﹤0.01% | 1102 |
|
|
2016
Q1 | $47K | Buy |
806
+320
| +66% | +$18.7K | ﹤0.01% | 915 |
|
|
2015
Q4 | $25K | Hold |
486
| – | – | ﹤0.01% | 947 |
|
|
2015
Q3 | $26K | Hold |
486
| – | – | ﹤0.01% | 855 |
|
|
2015
Q2 | $29K | Buy |
+486
| New | +$29K | ﹤0.01% | 796 |
|