Punch & Associates Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3.22M | Sell |
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|
2018
Q3 | $5.59M | Sell |
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|
2018
Q2 | $6.44M | Sell |
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|
2018
Q1 | $7.1M | Sell |
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|
2017
Q4 | $11.4M | Sell |
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|
2017
Q3 | $12.6M | Buy |
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|
2017
Q2 | $10.5M | Buy |
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|
2017
Q1 | $9.87M | Buy |
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|
2016
Q4 | $9.71M | Buy |
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|
2016
Q3 | $8.28M | Buy |
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|
2016
Q2 | $7.81M | Buy |
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|
2016
Q1 | $8.7M | Sell |
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|
2015
Q4 | $8.06M | Buy |
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|
2015
Q3 | $7.81M | Buy |
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|
2015
Q2 | $7.51M | Sell |
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|
2015
Q1 | $7.77M | Sell |
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|
2014
Q4 | $8.02M | Buy |
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|
2014
Q3 | $5.76M | Sell |
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|
2014
Q2 | $6.17M | Sell |
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|
2014
Q1 | $6.49M | Sell |
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|
2013
Q4 | $7.12M | Buy |
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|
2013
Q3 | $4.91M | Buy |
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|
2013
Q2 | $4.35M | Buy |
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