SEI Investments’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 | $205K | Hold |
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|
2025
Q1 | $213K | Sell |
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|
2024
Q4 | $205K | Buy |
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|
2024
Q3 | $199K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $246K | Buy |
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|
2020
Q1 | $205K | Hold |
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|
2019
Q4 | $332K | Hold |
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|
2019
Q3 | $310K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $99K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $267K | Buy |
|