Carson Wealth (CWM LLC)’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.23M | Sell |
17,416
-2,256
| -11% | -$812K | 0.02% | 722 |
|
|
2025
Q4 | $5.95M | Buy |
19,672
+935
| +5% | +$257K | 0.02% | 712 |
|
|
2025
Q3 | $4.74M | Buy |
18,737
+2,356
| +14% | +$585K | 0.01% | 740 |
|
|
2025
Q2 | $4.01M | Sell |
16,381
-1,008
| -6% | -$206K | 0.01% | 660 |
|
|
2025
Q1 | $3.17M | Buy |
17,389
+197
| +1% | +$36.4K | 0.01% | 659 |
|
|
2024
Q4 | $2.86M | Buy |
17,192
+2,838
| +20% | +$485K | 0.01% | 652 |
|
|
2024
Q3 | $2.46M | Buy |
14,354
+2,005
| +16% | +$334K | 0.01% | 636 |
|
|
2024
Q2 | $2.15M | Buy |
12,349
+340
| +3% | +$57.9K | 0.01% | 626 |
|
|
2024
Q1 | $1.85M | Buy |
12,009
+11,518
| +2,346% | +$1.62M | 0.01% | 646 |
|
|
2023
Q4 | $67K | Buy |
491
+91
| +23% | +$11.9K | ﹤0.01% | 2008 |
|
|
2023
Q3 | $50K | Buy |
400
+2
| +0.5% | +$250 | ﹤0.01% | 2072 |
|
|
2023
Q2 | $47K | Buy |
398
+18
| +5% | +$1.91K | ﹤0.01% | 2048 |
|
|
2023
Q1 | $37K | Buy |
380
+276
| +265% | +$27.8K | ﹤0.01% | 2084 |
|
|
2022
Q4 | $10K | Sell |
104
-133
| -56% | -$12.3K | ﹤0.01% | 2822 |
|
|
2022
Q3 | $19K | Buy |
237
+31
| +15% | +$2.93K | ﹤0.01% | 2271 |
|
|
2022
Q2 | $19K | Sell |
206
-44
| -18% | -$4.58K | ﹤0.01% | 2167 |
|
|
2022
Q1 | $31K | Buy |
250
+12
| +5% | +$1.41K | ﹤0.01% | 1831 |
|
|
2021
Q4 | $26K | Buy |
+238
| New | +$26.7K | ﹤0.01% | 1859 |
|
|
2021
Q2 | $22K | Hold |
175
| – | – | ﹤0.01% | 1762 |
|
|
2021
Q1 | $22K | Hold |
175
| – | – | ﹤0.01% | 1762 |
|
|
2020
Q4 | $22K | Hold |
175
| – | – | ﹤0.01% | 1762 |
|
|
2020
Q3 | $22K | Hold |
175
| – | – | ﹤0.01% | 1762 |
|
|
2020
Q2 | $22K | Hold |
175
| – | – | ﹤0.01% | 1762 |
|
|
2020
Q1 | $22K | Hold |
175
| – | – | ﹤0.01% | 1761 |
|
|
2019
Q4 | $22K | Hold |
175
| – | – | ﹤0.01% | 1761 |
|
|
2019
Q3 | $22K | Hold |
175
| – | – | ﹤0.01% | 1761 |
|
|
2019
Q2 | $22K | Hold |
175
| – | – | ﹤0.01% | 1761 |
|
|
2019
Q1 | $22K | Buy |
175
+131
| +298% | +$11.6K | ﹤0.01% | 1761 |
|
|
2018
Q4 | $3K | Hold |
44
| – | – | ﹤0.01% | 1689 |
|
|
2018
Q3 | $4K | Sell |
44
-10
| -19% | -$803 | ﹤0.01% | 1418 |
|
|
2018
Q2 | $4K | Hold |
54
| – | – | ﹤0.01% | 1260 |
|
|
2018
Q1 | $4K | Sell |
54
-150
| -74% | -$11.3K | ﹤0.01% | 1071 |
|
|
2017
Q4 | $16K | Buy |
204
+15
| +8% | +$1.17K | ﹤0.01% | 756 |
|
|
2017
Q3 | $15K | Sell |
189
-1
| -0.5% | -$70 | ﹤0.01% | 795 |
|
|
2017
Q2 | $13K | Buy |
190
+2
| +1% | +$136 | ﹤0.01% | 732 |
|
|
2017
Q1 | $13K | Buy |
188
+38
| +25% | +$2.63K | ﹤0.01% | 696 |
|
|
2016
Q4 | $10K | Hold |
150
| – | – | ﹤0.01% | 739 |
|
|
2016
Q3 | $9K | Buy |
+150
| New | +$9.02K | ﹤0.01% | 726 |
|
Other funds holding WWD
VCM
VPM
