AssetMark Inc’s Woodward WWD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$130K Buy
531
+26
+5% +$6.37K ﹤0.01% 1314
2025
Q1
$92.2K Buy
505
+104
+26% +$19K ﹤0.01% 1296
2024
Q4
$66.7K Buy
401
+69
+21% +$11.5K ﹤0.01% 1341
2024
Q3
$56.9K Hold
332
﹤0.01% 1259
2024
Q2
$57.9K Hold
332
﹤0.01% 1205
2024
Q1
$51.2K Buy
+332
New +$51.2K ﹤0.01% 1162
2018
Q1
Sell
-10
Closed -$1K 2040
2017
Q4
$1K Buy
+10
New +$1K ﹤0.01% 1750