Westwood Holdings Group’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $656K | Buy |
1,245
+17
| +1% | +$8.96K | ﹤0.01% | 370 |
|
|
2025
Q1 | $624K | Sell |
1,228
-2,509
| -67% | -$1.27M | ﹤0.01% | 379 |
|
|
2024
Q4 | $1.86M | Buy |
3,737
+2,488
| +199% | +$1.24M | 0.01% | 331 |
|
|
2024
Q3 | $645K | Buy |
1,249
+21
| +2% | +$10.8K | ﹤0.01% | 384 |
|
|
2024
Q2 | $548K | Buy |
1,228
+6
| +0.5% | +$2.68K | ﹤0.01% | 381 |
|
|
2024
Q1 | $520K | Buy |
1,222
+2
| +0.2% | +$851 | ﹤0.01% | 400 |
|
|
2023
Q4 | $537K | Sell |
1,220
-26
| -2% | -$11.4K | ﹤0.01% | 389 |
|
|
2023
Q3 | $455K | Buy |
+1,246
| New | +$455K | ﹤0.01% | 384 |
|