Wallace Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $124K | Hold |
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|
2024
Q1 | $125K | Hold |
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|
2023
Q4 | $128K | Hold |
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|
2023
Q3 | $103K | Hold |
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|
2023
Q2 | $126K | Hold |
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|
2023
Q1 | $114K | Hold |
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|
2022
Q4 | $113K | Hold |
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|
2022
Q3 | $98K | Hold |
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|
2022
Q2 | $142K | Hold |
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|
2022
Q1 | $164K | Hold |
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|
2021
Q4 | $172K | Hold |
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|
2021
Q3 | $193K | Hold |
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|
2021
Q2 | $221K | Hold |
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|
2021
Q1 | $168K | Hold |
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|
2020
Q4 | $147K | Buy |
|