Allworth Financial’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.7K | Buy |
362
+8
| +2% | +$1.96K | ﹤0.01% | 1606 |
|
|
2025
Q1 | $64.1K | Sell |
354
-20
| -5% | -$3.62K | ﹤0.01% | 1436 |
|
|
2024
Q4 | $70.9K | Sell |
374
-62
| -14% | -$11.8K | ﹤0.01% | 1410 |
|
|
2024
Q3 | $74.8K | Sell |
436
-60
| -12% | -$10.3K | ﹤0.01% | 1215 |
|
|
2024
Q2 | $87.6K | Buy |
496
+249
| +101% | +$44K | ﹤0.01% | 1125 |
|
|
2024
Q1 | $38.1K | Buy |
247
+189
| +326% | +$29.1K | ﹤0.01% | 1417 |
|
|
2023
Q4 | $7.9K | Sell |
58
-10
| -15% | -$1.36K | ﹤0.01% | 2081 |
|
|
2023
Q3 | $8.45K | Sell |
68
-3
| -4% | -$373 | ﹤0.01% | 1902 |
|
|
2023
Q2 | $8.44K | Sell |
71
-57
| -45% | -$6.78K | ﹤0.01% | 1912 |
|
|
2023
Q1 | $12.5K | Buy |
128
+98
| +327% | +$9.54K | ﹤0.01% | 1717 |
|
|
2022
Q4 | $2.9K | Buy |
30
+27
| +900% | +$2.61K | ﹤0.01% | 2099 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 3152 |
|
|
2022
Q2 | $0 | Sell |
3
-2
| -40% | – | ﹤0.01% | 2868 |
|
|
2022
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 2036 |
|
|
2021
Q4 | – | Sell |
-120
| Closed | -$14K | – | 2140 |
|
|
2021
Q3 | $14K | Buy |
+120
| New | +$14K | ﹤0.01% | 1164 |
|