PCG
Prosperity Consulting Group’s Westwood Holdings Group WHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Sell |
16,787
-667
| -4% | -$10.4K | 0.02% | 394 |
|
|
2025
Q1 | $283K | Sell |
17,454
-1,482
| -8% | -$24K | 0.02% | 378 |
|
|
2024
Q4 | $275K | Sell |
18,936
-717
| -4% | -$10.4K | 0.02% | 398 |
|
|
2024
Q3 | $279K | Sell |
19,653
-6,955
| -26% | -$98.8K | 0.02% | 390 |
|
|
2024
Q2 | $324K | Sell |
26,608
-16,971
| -39% | -$207K | 0.04% | 245 |
|
|
2024
Q1 | $537K | Buy |
+43,579
| New | +$537K | 0.07% | 193 |
|