Wellington Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $1.67M | Buy |
|
|||||
|
2020
Q4 | $482K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $13.2M | Sell |
|
|||||
|
2017
Q3 | $16.6M | Buy |
|
|||||
|
2017
Q2 | $14M | Sell |
|
|||||
|
2017
Q1 | $13.3M | Sell |
|
|||||
|
2016
Q4 | $16.8M | Sell |
|
|||||
|
2016
Q3 | $15.9M | Sell |
|
|||||
|
2016
Q2 | $16.6M | Sell |
|
|||||
|
2016
Q1 | $22.5M | Sell |
|
|||||
|
2015
Q4 | $21.5M | Sell |
|
|||||
|
2015
Q3 | $24.5M | Buy |
|
|||||
|
2015
Q2 | $26.4M | Buy |
|
|||||
|
2015
Q1 | $26.7M | Buy |
|
|||||
|
2014
Q4 | $25.6M | Buy |
|
|||||
|
2014
Q3 | $22.7M | Buy |
|
|||||
|
2014
Q2 | $19.9M | Buy |
|
|||||
|
2014
Q1 | $17.7M | Buy |
|
|||||
|
2013
Q4 | $14.1M | Buy |
|