Atwood & Palmer’s Curtiss-Wright CW Stock Holding History

Atwood & Palmer’s Portfolio CW Stock Details CW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$317K	Hold	648	–	–	0.02%	124
2025 Q1	$206K	Hold	648	–	–	0.01%	150
2024 Q4	$230K	Hold	648	–	–	0.02%	138
2024 Q3	$213K	Hold	648	–	–	0.01%	146
2024 Q2	$176K	Hold	648	–	–	0.01%	151
2024 Q1	$166K	Buy	648 +8	+1%	+$2.05K	0.01%	157
2023 Q4	$143K	Hold	640	–	–	0.01%	164
2023 Q3	$125K	Hold	640	–	–	0.01%	162
2023 Q2	$118K	Hold	640	–	–	0.01%	179
2023 Q1	$113K	Sell	640 -75	-10%	-$13.2K	0.01%	170
2022 Q4	$119K	Hold	715	–	–	0.01%	169
2022 Q3	$99K	Hold	715	–	–	0.01%	169
2022 Q2	$94K	Sell	715 -20	-3%	-$2.63K	0.01%	171
2022 Q1	$110K	Hold	735	–	–	0.01%	173
2021 Q4	$102K	Hold	735	–	–	0.01%	191
2021 Q3	$93K	Hold	735	–	–	0.01%	193
2021 Q2	$87K	Hold	735	–	–	0.01%	193
2021 Q1	$87K	Hold	735	–	–	0.01%	187
2020 Q4	$86K	Hold	735	–	–	0.01%	180
2020 Q3	$69K	Hold	735	–	–	0.01%	175
2020 Q2	$66K	Hold	735	–	–	0.01%	174
2020 Q1	$68K	Sell	735 -65	-8%	-$6.01K	0.01%	167
2019 Q4	$113K	Hold	800	–	–	0.01%	151
2019 Q3	$103K	Sell	800 -117	-13%	-$15.1K	0.01%	160
2019 Q2	$117K	Sell	917 -83	-8%	-$10.6K	0.02%	148
2019 Q1	$113K	Hold	1,000	–	–	0.02%	148
2018 Q4	$102K	Hold	1,000	–	–	0.02%	148
2018 Q3	$137K	Hold	1,000	–	–	0.02%	141
2018 Q2	$119K	Hold	1,000	–	–	0.02%	147
2018 Q1	$135K	Hold	1,000	–	–	0.02%	139
2017 Q4	$122K	Hold	1,000	–	–	0.02%	146
2017 Q3	$105K	Hold	1,000	–	–	0.02%	150
2017 Q2	$92K	Hold	1,000	–	–	0.01%	157
2017 Q1	$91K	Hold	1,000	–	–	0.01%	153
2016 Q4	$98K	Hold	1,000	–	–	0.02%	140
2016 Q3	$91K	Hold	1,000	–	–	0.02%	147
2016 Q2	$84K	Hold	1,000	–	–	0.02%	155
2016 Q1	$76K	Hold	1,000	–	–	0.01%	155
2015 Q4	$69K	Hold	1,000	–	–	0.01%	187
2015 Q3	$62K	Hold	1,000	–	–	0.01%	183
2015 Q2	$72K	Hold	1,000	–	–	0.01%	177
2015 Q1	$74K	Hold	1,000	–	–	0.01%	173
2014 Q4	$71K	Hold	1,000	–	–	0.01%	183
2014 Q3	$66K	Hold	1,000	–	–	0.01%	189
2014 Q2	$66K	Buy	+1,000	New	+$66K	0.02%	178