Russell Investments 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 | $752K | Sell |
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|
2025
Q1 | $3.07M | Sell |
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|
2024
Q4 | $2.77M | Sell |
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|
2024
Q3 | $3.98M | Buy |
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|
2024
Q2 | $2.95M | Sell |
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|
2024
Q1 | $2.99M | Buy |
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|
2023
Q4 | $2.61M | Buy |
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|
2023
Q3 | $1.76M | Buy |
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|
2023
Q2 | $2.14M | Buy |
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|
2023
Q1 | $1.91M | Sell |
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|
2022
Q4 | $1.94M | Sell |
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|
2022
Q3 | $2.65M | Sell |
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|
2022
Q2 | $5.32M | Buy |
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|
2022
Q1 | $4.33M | Buy |
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|
2021
Q4 | $3.07M | Buy |
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|
2021
Q3 | $2.19M | Buy |
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|
2021
Q2 | $2.06M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $64K | Sell |
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|
2019
Q4 | $272K | Buy |
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|
2019
Q3 | $155K | Buy |
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|
2019
Q2 | $130K | Sell |
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|
2019
Q1 | $402K | Buy |
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|
2018
Q4 | $294K | Buy |
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|
2018
Q3 | $412K | Buy |
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|
2018
Q2 | $430K | Hold |
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|
2018
Q1 | $408K | Sell |
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|
2017
Q4 | $493K | Buy |
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|
2017
Q3 | $392K | Buy |
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|
2017
Q2 | $205K | Buy |
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|
2017
Q1 | $171K | Sell |
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|
2016
Q4 | $880K | Buy |
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