A detailed history of Advisor Group Holdings, Inc. transactions in Westwood Holdings Group Inc stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 700 shares of WHG stock, worth $8,470. This represents 0.0% of its overall portfolio holdings.

Number of Shares
700
Previous 700 -0.0%
Holding current value
$8,470
Previous $8,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 12, 2024

SELL
$8.97 - $12.57 $6,279 - $8,799
-700 Reduced 50.0%
700 $8,000
Q3 2023

Nov 13, 2023

BUY
$9.59 - $12.39 $9,705 - $12,538
1,012 Added 260.82%
1,400 $14,000
Q1 2023

May 12, 2023

BUY
$9.88 - $13.72 $3,833 - $5,323
388 New
388 $4,000
Q3 2022

Nov 14, 2022

BUY
$10.18 - $15.08 $346 - $512
34 Added 13.82%
280 $3,000
Q2 2022

Aug 10, 2022

SELL
$13.8 - $16.62 $703 - $847
-51 Reduced 17.17%
246 $4,000
Q1 2022

May 04, 2022

BUY
$14.75 - $20.0 $3,466 - $4,700
235 Added 379.03%
297 $5,000
Q4 2020

Feb 10, 2021

BUY
$9.66 - $15.21 $405 - $638
42 Added 210.0%
62 $1,000
Q3 2020

Nov 12, 2020

BUY
$11.09 - $15.23 $221 - $304
20 New
20 $0
Q2 2020

Aug 14, 2020

SELL
$14.23 - $25.5 $2,959 - $5,304
-208 Closed
0 $0
Q1 2020

May 18, 2020

BUY
$11.05 - $29.8 $2,298 - $6,198
208 New
208 $4,000

Others Institutions Holding WHG

About WESTWOOD HOLDINGS GROUP INC


  • Ticker WHG
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 8,413,220
  • Market Cap $102M
  • Description
  • Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwo...
More about WHG
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