Bison Wealth’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,761
| Closed | -$1.33M | – | 436 |
|
|
2024
Q3 | $1.33M | Buy |
7,761
+2,232
| +40% | +$383K | 0.21% | 114 |
|
|
2024
Q2 | $852K | Hold |
5,529
| – | – | 0.14% | 158 |
|
|
2024
Q1 | $852K | Sell |
5,529
-26
| -0.5% | -$4.01K | 0.14% | 158 |
|
|
2023
Q4 | $756K | Buy |
5,555
+162
| +3% | +$22.1K | 0.13% | 169 |
|
|
2023
Q3 | $670K | Buy |
5,393
+107
| +2% | +$13.3K | 0.13% | 173 |
|
|
2023
Q2 | $629K | Buy |
5,286
+18
| +0.3% | +$2.14K | 0.12% | 180 |
|
|
2023
Q1 | $568K | Sell |
5,268
-142
| -3% | -$15.3K | 0.18% | 140 |
|
|
2022
Q4 | $591K | Buy |
5,410
+11
| +0.2% | +$1.2K | 0.19% | 143 |
|
|
2022
Q3 | $433K | Buy |
+5,399
| New | +$433K | 0.17% | 152 |
|