AWM
Avior Wealth Management’s Woodward WWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $940K | Buy |
3,835
+3,400
| +782% | +$833K | 0.03% | 298 |
|
|
2025
Q1 | $79.4K | Sell |
435
-4,201
| -91% | -$767K | ﹤0.01% | 704 |
|
|
2024
Q4 | $772K | Sell |
4,636
-399
| -8% | -$66.4K | 0.03% | 338 |
|
|
2024
Q3 | $864K | Buy |
5,035
+1,000
| +25% | +$172K | 0.03% | 322 |
|
|
2024
Q2 | $704K | Sell |
4,035
-713
| -15% | -$124K | 0.03% | 349 |
|
|
2024
Q1 | $732K | Buy |
4,748
+948
| +25% | +$146K | 0.03% | 357 |
|
|
2023
Q4 | $517K | Sell |
3,800
-300
| -7% | -$40.8K | 0.03% | 340 |
|
|
2023
Q3 | $509K | Hold |
4,100
| – | – | 0.03% | 322 |
|
|
2023
Q2 | $488K | Hold |
4,100
| – | – | 0.03% | 344 |
|
|
2023
Q1 | $399K | Hold |
4,100
| – | – | 0.03% | 406 |
|
|
2022
Q4 | $396K | Hold |
4,100
| – | – | 0.03% | 354 |
|
|
2022
Q3 | $329K | Hold |
4,100
| – | – | 0.03% | 369 |
|
|
2022
Q2 | $379K | Buy |
4,100
+800
| +24% | +$74K | 0.04% | 308 |
|
|
2022
Q1 | $412K | Sell |
3,300
-550
| -14% | -$68.7K | 0.04% | 338 |
|
|
2021
Q4 | $421K | Hold |
3,850
| – | – | 0.03% | 352 |
|
|
2021
Q3 | $435K | Sell |
3,850
-150
| -4% | -$16.9K | 0.04% | 337 |
|
|
2021
Q2 | $491K | Buy |
4,000
+1,600
| +67% | +$196K | 0.05% | 299 |
|
|
2021
Q1 | $289K | Hold |
2,400
| – | – | 0.03% | 364 |
|
|
2020
Q4 | $291K | Sell |
2,400
-400
| -14% | -$48.5K | 0.04% | 347 |
|
|
2020
Q3 | $224K | Sell |
2,800
-500
| -15% | -$40K | 0.03% | 363 |
|
|
2020
Q2 | $255K | Sell |
3,300
-400
| -11% | -$30.9K | 0.04% | 354 |
|
|
2020
Q1 | $219K | Buy |
3,700
+560
| +18% | +$33.1K | 0.04% | 327 |
|
|
2019
Q4 | $371K | Sell |
3,140
-600
| -16% | -$70.9K | 0.06% | 276 |
|
|
2019
Q3 | $403K | Buy |
3,740
+560
| +18% | +$60.3K | 0.07% | 250 |
|
|
2019
Q2 | $360K | Buy |
+3,180
| New | +$360K | 0.06% | 261 |
|