Beverly Hills Private Wealth’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $671K | Sell |
2,738
-228
| -8% | -$55.9K | 0.13% | 147 |
|
|
2025
Q1 | $541K | Buy |
2,966
+103
| +4% | +$18.8K | 0.11% | 164 |
|
|
2024
Q4 | $476K | Sell |
2,863
-310
| -10% | -$51.6K | 0.1% | 179 |
|
|
2024
Q3 | $544K | Sell |
3,173
-523
| -14% | -$89.7K | 0.11% | 174 |
|
|
2024
Q2 | $645K | Sell |
3,696
-226
| -6% | -$39.4K | 0.14% | 154 |
|
|
2024
Q1 | $604K | Sell |
3,922
-290
| -7% | -$44.7K | 0.14% | 159 |
|
|
2023
Q4 | $573K | Sell |
4,212
-372
| -8% | -$50.6K | 0.15% | 147 |
|
|
2023
Q3 | $570K | Sell |
4,584
-4,658
| -50% | -$579K | 0.17% | 135 |
|
|
2023
Q2 | $1.16M | Buy |
9,242
+4,737
| +105% | +$596K | 0.19% | 119 |
|
|
2023
Q1 | $439K | Buy |
4,505
+797
| +21% | +$77.6K | 0.14% | 164 |
|
|
2022
Q4 | $358K | Buy |
+3,708
| New | +$358K | 0.16% | 147 |
|