WHG
Westwood Holdings Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.6M | Buy |
324,960
+24,878
| +8% | +$6.78M | 0.66% | 48 |
|
|
2025
Q1 | $80.5M | Buy |
300,082
+23,120
| +8% | +$6.2M | 0.61% | 52 |
|
|
2024
Q4 | $92.6M | Sell |
276,962
-67,497
| -20% | -$22.6M | 0.71% | 35 |
|
|
2024
Q3 | $94.3M | Sell |
344,459
-2,097
| -0.6% | -$574K | 0.4% | 72 |
|
|
2024
Q2 | $89.1M | Buy |
346,556
+84,522
| +32% | +$21.7M | 0.42% | 64 |
|
|
2024
Q1 | $78.9M | Sell |
262,034
-38,927
| -13% | -$11.7M | 0.62% | 55 |
|
|
2023
Q4 | $79.2M | Buy |
+300,961
| New | +$79.2M | 0.67% | 44 |
|
|
2023
Q1 | – | Sell |
-6,500
| Closed | -$862K | – | 507 |
|
|
2022
Q4 | $862K | Sell |
6,500
-845
| -12% | -$112K | 0.01% | 365 |
|
|
2022
Q3 | $1.06M | Sell |
7,345
-5,403
| -42% | -$777K | 0.01% | 313 |
|
|
2022
Q2 | $2.1M | Sell |
12,748
-64
| -0.5% | -$10.6K | 0.02% | 284 |
|
|
2022
Q1 | $2.72M | Sell |
12,812
-1,306
| -9% | -$277K | 0.03% | 283 |
|
|
2021
Q4 | $3.59M | Buy |
14,118
+5,371
| +61% | +$1.37M | 0.03% | 258 |
|
|
2021
Q3 | $2.37M | Sell |
8,747
-644
| -7% | -$175K | 0.03% | 273 |
|
|
2021
Q2 | $2.29M | Sell |
9,391
-3,773
| -29% | -$922K | 0.02% | 272 |
|
|
2021
Q1 | $2.79M | Sell |
13,164
-1,761
| -12% | -$373K | 0.03% | 283 |
|
|
2020
Q4 | $3.32M | Sell |
14,925
-620
| -4% | -$138K | 0.04% | 274 |
|
|
2020
Q3 | $3.91M | Sell |
15,545
-811
| -5% | -$204K | 0.05% | 244 |
|
|
2020
Q2 | $3.06M | Buy |
16,356
+6,828
| +72% | +$1.28M | 0.04% | 266 |
|
|
2020
Q1 | $1.37M | Buy |
+9,528
| New | +$1.37M | 0.02% | 291 |
|