AE Wealth Management’s Woodward WWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $644K | Buy |
2,626
+43
| +2% | +$10.5K | ﹤0.01% | 836 |
|
|
2025
Q1 | $471K | Sell |
2,583
-27
| -1% | -$4.93K | ﹤0.01% | 938 |
|
|
2024
Q4 | $434K | Buy |
2,610
+395
| +18% | +$65.7K | ﹤0.01% | 948 |
|
|
2024
Q3 | $380K | Sell |
2,215
-2,431
| -52% | -$417K | ﹤0.01% | 959 |
|
|
2024
Q2 | $810K | Buy |
4,646
+1,732
| +59% | +$302K | 0.01% | 757 |
|
|
2024
Q1 | $449K | Sell |
2,914
-5,186
| -64% | -$799K | 0.01% | 850 |
|
|
2023
Q4 | $1.13M | Buy |
8,100
+1,180
| +17% | +$164K | 0.01% | 1113 |
|
|
2023
Q3 | $860K | Buy |
6,920
+967
| +16% | +$120K | 0.01% | 1157 |
|
|
2023
Q2 | $708K | Sell |
5,953
-221
| -4% | -$26.3K | ﹤0.01% | 1229 |
|
|
2023
Q1 | $601K | Sell |
6,174
-4
| -0.1% | -$390 | ﹤0.01% | 1251 |
|
|
2022
Q4 | $597K | Buy |
6,178
+740
| +14% | +$71.5K | ﹤0.01% | 1203 |
|
|
2022
Q3 | $436K | Buy |
5,438
+1,602
| +42% | +$128K | ﹤0.01% | 1324 |
|
|
2022
Q2 | $355K | Sell |
3,836
-986
| -20% | -$91.2K | ﹤0.01% | 1362 |
|
|
2022
Q1 | $602K | Sell |
4,822
-125
| -3% | -$15.6K | ﹤0.01% | 1137 |
|
|
2021
Q4 | $542K | Buy |
4,947
+3
| +0.1% | +$329 | ﹤0.01% | 1226 |
|
|
2021
Q3 | $560K | Buy |
4,944
+45
| +0.9% | +$5.1K | ﹤0.01% | 1129 |
|
|
2021
Q2 | $602K | Sell |
4,899
-435
| -8% | -$53.5K | 0.01% | 1072 |
|
|
2021
Q1 | $643K | Sell |
5,334
-348
| -6% | -$42K | 0.01% | 916 |
|
|
2020
Q4 | $691K | Buy |
5,682
+1,245
| +28% | +$151K | 0.01% | 847 |
|
|
2020
Q3 | $356K | Buy |
4,437
+75
| +2% | +$6.02K | 0.01% | 977 |
|
|
2020
Q2 | $338K | Buy |
4,362
+137
| +3% | +$10.6K | 0.01% | 983 |
|
|
2020
Q1 | $251K | Sell |
4,225
-92
| -2% | -$5.47K | 0.01% | 930 |
|
|
2019
Q4 | $511K | Sell |
4,317
-27
| -0.6% | -$3.2K | 0.01% | 731 |
|
|
2019
Q3 | $468K | Buy |
4,344
+1,126
| +35% | +$121K | 0.01% | 634 |
|
|
2019
Q2 | $364K | Sell |
3,218
-25
| -0.8% | -$2.83K | 0.01% | 685 |
|
|
2019
Q1 | $308K | Sell |
3,243
-95
| -3% | -$9.02K | 0.02% | 456 |
|
|
2018
Q4 | $248K | Sell |
3,338
-93
| -3% | -$6.91K | 0.04% | 394 |
|
|
2018
Q3 | $277K | Buy |
+3,431
| New | +$277K | 0.02% | 471 |
|