Prosperity Consulting Group’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
$262K Sell
2025
Q1
$283K Sell
2024
Q4
$275K Sell
2024
Q3
$279K Sell
2024
Q2
$324K Sell
2024
Q1
$537K Buy