Beverly Hills Private Wealth’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $657K | Sell |
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|
2025
Q2 | $671K | Sell |
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|
2025
Q1 | $541K | Buy |
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|
2024
Q4 | $476K | Sell |
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|
2024
Q3 | $544K | Sell |
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|
2024
Q2 | $645K | Sell |
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|
2024
Q1 | $604K | Sell |
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|
2023
Q4 | $573K | Sell |
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|
2023
Q3 | $570K | Sell |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $439K | Buy |
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|
2022
Q4 | $358K | Buy |
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