Royal Bank of Canada’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 | $126K | Buy |
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|
2025
Q1 | $118K | Buy |
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|
2024
Q4 | $106K | Hold |
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|
2024
Q3 | $104K | Hold |
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|
2024
Q2 | $89K | Hold |
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|
2024
Q1 | $90K | Hold |
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|
2023
Q4 | $91K | Buy |
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|
2023
Q3 | $4K | Sell |
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|
2023
Q2 | $38K | Sell |
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|
2023
Q1 | $64K | Buy |
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|
2022
Q4 | $62K | Hold |
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|
2022
Q3 | $54K | Hold |
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|
2022
Q2 | $78K | Hold |
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|
2022
Q1 | $86K | Hold |
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|
2021
Q4 | $95K | Sell |
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|
2021
Q3 | $145K | Buy |
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|
2021
Q2 | $136K | Sell |
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|
2021
Q1 | $99K | Buy |
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|
2020
Q4 | $91K | Buy |
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|
2020
Q3 | $69K | Buy |
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|
2020
Q2 | $98K | Buy |
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|
2020
Q1 | $107K | Sell |
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|
2019
Q4 | $212K | Buy |
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|
2019
Q3 | $181K | Buy |
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|
2019
Q2 | $231K | Sell |
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|
2019
Q1 | $790K | Sell |
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|
2018
Q4 | $1.2M | Buy |
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|
2018
Q3 | $969K | Buy |
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|
2018
Q2 | $722K | Buy |
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|
2018
Q1 | $417K | Buy |
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|
2017
Q4 | $450K | Buy |
|
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|
2017
Q3 | $410K | Buy |
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|
2017
Q2 | $229K | Sell |
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|
2017
Q1 | $226K | Buy |
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|
2016
Q4 | $208K | Buy |
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|
2016
Q3 | $125K | Buy |
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|
2016
Q2 | $93K | Buy |
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|
2016
Q1 | $96K | Sell |
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|
2015
Q4 | $205K | Buy |
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|
2015
Q3 | $106K | Buy |
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|
2015
Q2 | $43K | Sell |
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|
2015
Q1 | $139K | Sell |
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|
2014
Q4 | $142K | Buy |
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|
2014
Q3 | $9K | Hold |
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|
2014
Q2 | $9K | Hold |
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|
2014
Q1 | $9K | Hold |
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|
2013
Q4 | $9K | Hold |
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|
2013
Q3 | $7K | Hold |
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|
2013
Q2 | $6K | Buy |
|