A detailed history of Jpmorgan Chase & CO transactions in Westwood Holdings Group Inc stock. As of the latest transaction made, Jpmorgan Chase & CO holds 598 shares of WHG stock, worth $9,394. This represents 0.0% of its overall portfolio holdings.

Number of Shares
598
Previous 598 -0.0%
Holding current value
$9,394
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$11.93 - $13.35 $1,252 - $1,401
105 Added 21.3%
598 $7,000
Q1 2024

May 10, 2024

SELL
$11.07 - $12.91 $1,516 - $1,768
-137 Reduced 21.75%
493 $6,000
Q4 2023

Feb 12, 2024

BUY
$8.97 - $12.57 $5,444 - $7,629
607 Added 2639.13%
630 $7,000
Q3 2023

Nov 14, 2023

BUY
$9.59 - $12.39 $86 - $111
9 Added 64.29%
23 $0
Q4 2022

Feb 13, 2023

SELL
$9.75 - $12.02 $975 - $1,202
-100 Reduced 87.72%
14 $0
Q3 2022

Nov 14, 2022

BUY
$9.63 - $15.08 $963 - $1,508
100 Added 714.29%
114 $1,000
Q1 2022

May 11, 2022

SELL
$14.75 - $20.0 $35,886 - $48,660
-2,433 Reduced 99.43%
14 $0
Q4 2021

Feb 10, 2022

SELL
$16.0 - $19.42 $134,288 - $162,992
-8,393 Reduced 77.43%
2,447 $41,000
Q3 2021

Nov 12, 2021

BUY
$18.93 - $26.87 $205,201 - $291,270
10,840 New
10,840 $206,000

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 $132M
  • 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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