Wells Fargo & Company Westwood Holdings Group Inc Transaction History

Wells Fargo & Company

  • $433 Billion
  • Q4 2024

A detailed history of Wells Fargo & Company transactions in Westwood Holdings Group Inc stock. As of the latest transaction made, Wells Fargo & Company holds 1,414 shares of WHG stock, worth $21,987. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,414
Previous 1,372 3.06%
Holding current value
$21,987
Previous $19,000 5.26%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$13.92 - $16.7 $584 - $701
42 Added 3.06%
1,414 $20,000
Q3 2024

Nov 13, 2024
SELL
$12.01 - $14.9 $1,621 - $2,011
-135 Reduced 8.96%
1,372 $19,000
Q2 2024

Aug 13, 2024
SELL
$11.93 - $13.35 $202 - $226
-17 Reduced 1.12%
1,507 $18,000
Q1 2024

May 10, 2024
BUY
$11.07 - $12.91 $2,158 - $2,517
195 Added 14.67%
1,524 $18,000
Q4 2023

Feb 09, 2024
SELL
$8.97 - $12.57 $439 - $615
-49 Reduced 3.56%
1,329 $16,000
Q3 2023

Nov 13, 2023
SELL
$9.59 - $12.39 $3,788 - $4,894
-395 Reduced 22.28%
1,378 $13,000
Q2 2023

Aug 15, 2023
SELL
$10.17 - $13.91 $579 - $792
-57 Reduced 3.11%
1,773 $21,000
Q1 2023

May 12, 2023
SELL
$9.88 - $13.72 $642 - $891
-65 Reduced 3.43%
1,830 $20,000
Q4 2022

Feb 13, 2023
SELL
$9.75 - $12.02 $107 - $132
-11 Reduced 0.58%
1,895 $21,000
Q3 2022

Nov 14, 2022
SELL
$9.63 - $15.08 $462 - $723
-48 Reduced 2.46%
1,906 $18,000
Q2 2022

Aug 12, 2022
SELL
$13.8 - $16.62 $62,196 - $74,906
-4,507 Reduced 69.76%
1,954 $27,000
Q1 2022

May 16, 2022
BUY
$14.75 - $20.0 $9,174 - $12,440
622 Added 10.65%
6,461 $99,000
Q4 2021

Feb 14, 2022
SELL
$16.0 - $19.42 $9.41 Million - $11.4 Million
-588,309 Reduced 99.02%
5,839 $99,000
Q3 2021

Nov 15, 2021
SELL
$18.93 - $26.87 $32,881 - $46,673
-1,737 Reduced 0.29%
594,148 $11.3 Million
Q2 2021

Aug 16, 2021
SELL
$15.56 - $22.09 $36,099 - $51,248
-2,320 Reduced 0.39%
595,885 $13 Million
Q1 2021

May 13, 2021
SELL
$11.84 - $18.78 $169,690 - $269,154
-14,332 Reduced 2.34%
598,205 $8.65 Million
Q4 2020

Feb 09, 2021
SELL
$9.66 - $15.21 $99,362 - $156,450
-10,286 Reduced 1.65%
612,537 $8.88 Million
Q3 2020

Nov 05, 2020
SELL
$11.09 - $15.23 $4,147 - $5,696
-374 Reduced 0.06%
622,823 $6.94 Million
Q2 2020

Aug 13, 2020
BUY
$14.23 - $25.5 $72,060 - $129,132
5,064 Added 0.82%
623,197 $9.82 Million
Q1 2020

May 14, 2020
BUY
$11.05 - $29.8 $6.83 Million - $18.4 Million
618,133 New
618,133 $11.3 Million

Others Institutions Holding WHG

# of Institutions
53
Shares Held
4.7M
Call Options Held
1.6K
Put Options Held
0
View Full List

About WESTWOOD HOLDINGS GROUP INC

WHG Quotes by TradingView
  • Ticker WHG
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 8,413,220
  • Market Cap $131M
  • 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
Track This Portfolio

Track Wells Fargo & Company Portfolio

Follow Wells Fargo & Company and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wells Fargo & Company, based on Form 13F filings with the SEC.

News

Stay updated on Wells Fargo & Company with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email