Carson Wealth (CWM LLC)’s Woodward WWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.02M | Sell |
16,381
-1,008
| -6% | -$247K | 0.01% | 660 |
|
|
2025
Q1 | $3.17M | Buy |
17,389
+197
| +1% | +$35.9K | 0.01% | 659 |
|
|
2024
Q4 | $2.86M | Buy |
17,192
+2,838
| +20% | +$472K | 0.01% | 652 |
|
|
2024
Q3 | $2.46M | Buy |
14,354
+2,005
| +16% | +$344K | 0.01% | 635 |
|
|
2024
Q2 | $2.15M | Buy |
12,349
+340
| +3% | +$59.3K | 0.01% | 625 |
|
|
2024
Q1 | $1.85M | Buy |
12,009
+11,518
| +2,346% | +$1.78M | 0.01% | 645 |
|
|
2023
Q4 | $67K | Buy |
491
+91
| +23% | +$12.4K | ﹤0.01% | 2006 |
|
|
2023
Q3 | $50K | Buy |
400
+2
| +0.5% | +$250 | ﹤0.01% | 2071 |
|
|
2023
Q2 | $47K | Buy |
398
+18
| +5% | +$2.13K | ﹤0.01% | 2045 |
|
|
2023
Q1 | $37K | Buy |
380
+276
| +265% | +$26.9K | ﹤0.01% | 2082 |
|
|
2022
Q4 | $10K | Sell |
104
-133
| -56% | -$12.8K | ﹤0.01% | 2819 |
|
|
2022
Q3 | $19K | Buy |
237
+31
| +15% | +$2.49K | ﹤0.01% | 2268 |
|
|
2022
Q2 | $19K | Sell |
206
-44
| -18% | -$4.06K | ﹤0.01% | 2164 |
|
|
2022
Q1 | $31K | Buy |
250
+12
| +5% | +$1.49K | ﹤0.01% | 1829 |
|
|
2021
Q4 | $26K | Buy |
+238
| New | +$26K | ﹤0.01% | 1857 |
|
|
2021
Q2 | $22K | Hold |
175
| – | – | ﹤0.01% | 1758 |
|
|
2021
Q1 | $22K | Hold |
175
| – | – | ﹤0.01% | 1758 |
|
|
2020
Q4 | $22K | Hold |
175
| – | – | ﹤0.01% | 1758 |
|
|
2020
Q3 | $22K | Hold |
175
| – | – | ﹤0.01% | 1758 |
|
|
2020
Q2 | $22K | Hold |
175
| – | – | ﹤0.01% | 1758 |
|
|
2020
Q1 | $22K | Hold |
175
| – | – | ﹤0.01% | 1758 |
|
|
2019
Q4 | $22K | Hold |
175
| – | – | ﹤0.01% | 1758 |
|
|
2019
Q3 | $22K | Hold |
175
| – | – | ﹤0.01% | 1758 |
|
|
2019
Q2 | $22K | Hold |
175
| – | – | ﹤0.01% | 1758 |
|
|
2019
Q1 | $22K | Buy |
175
+131
| +298% | +$16.5K | ﹤0.01% | 1758 |
|
|
2018
Q4 | $3K | Hold |
44
| – | – | ﹤0.01% | 1683 |
|
|
2018
Q3 | $4K | Sell |
44
-10
| -19% | -$909 | ﹤0.01% | 1414 |
|
|
2018
Q2 | $4K | Hold |
54
| – | – | ﹤0.01% | 1256 |
|
|
2018
Q1 | $4K | Sell |
54
-150
| -74% | -$11.1K | ﹤0.01% | 1070 |
|
|
2017
Q4 | $16K | Buy |
204
+15
| +8% | +$1.18K | ﹤0.01% | 755 |
|
|
2017
Q3 | $15K | Sell |
189
-1
| -0.5% | -$79 | ﹤0.01% | 794 |
|
|
2017
Q2 | $13K | Buy |
190
+2
| +1% | +$137 | ﹤0.01% | 731 |
|
|
2017
Q1 | $13K | Buy |
188
+38
| +25% | +$2.63K | ﹤0.01% | 695 |
|
|
2016
Q4 | $10K | Hold |
150
| – | – | ﹤0.01% | 738 |
|
|
2016
Q3 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 725 |
|