Chicago Partners Investment Group’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $411K | Buy |
1,598
+347
| +28% | +$89.3K | 0.01% | 683 |
|
2025
Q1 | $243K | Sell |
1,251
-496
| -28% | -$96.3K | 0.01% | 781 |
|
2024
Q4 | $318K | Buy |
1,747
+524
| +43% | +$95.4K | 0.01% | 639 |
|
2024
Q3 | $201K | Buy |
+1,223
| New | +$201K | 0.01% | 765 |
|
2018
Q4 | – | Sell |
-782
| Closed | -$57K | – | 927 |
|
2018
Q3 | $57K | Buy |
782
+2
| +0.3% | +$146 | 0.01% | 499 |
|
2018
Q2 | $60K | Buy |
780
+1
| +0.1% | +$77 | 0.01% | 457 |
|
2018
Q1 | $56K | Buy |
779
+54
| +7% | +$3.88K | 0.01% | 434 |
|
2017
Q4 | $56K | Buy |
725
+1
| +0.1% | +$77 | 0.01% | 436 |
|
2017
Q3 | $56K | Buy |
+724
| New | +$56K | 0.01% | 425 |
|
2017
Q2 | – | Sell |
-650
| Closed | -$44K | – | 802 |
|
2017
Q1 | $44K | Buy |
650
+229
| +54% | +$15.5K | 0.01% | 336 |
|
2016
Q4 | $29K | Buy |
421
+21
| +5% | +$1.45K | 0.01% | 346 |
|
2016
Q3 | $25K | Sell |
400
-181
| -31% | -$11.3K | 0.01% | 345 |
|
2016
Q2 | $33K | Buy |
581
+2
| +0.3% | +$114 | 0.02% | 280 |
|
2016
Q1 | $30K | Buy |
579
+1
| +0.2% | +$52 | 0.02% | 268 |
|
2015
Q4 | $29K | Buy |
+578
| New | +$29K | 0.01% | 316 |
|