Wealth Enhancement Advisory Services
WHG icon

Wealth Enhancement Advisory Services’s Westwood Holdings Group WHG Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio WHG Stock Details WHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,069
Closed -$204K – 3126
2024
Q4 		$204K Sell
14,069
-792
-5% -$11.5K ﹤0.01% 2652
2024
Q3 		$211K Hold
14,861
– – ﹤0.01% 2397
2024
Q2 		$181K Hold
14,861
– – ﹤0.01% 2312
2024
Q1 		$183K Buy
+14,861
New +$183K ﹤0.01% 2216