Chicago Partners Investment Group’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	$999K	Buy	2,726 +709	+35%	+$255K	0.02%	556
2025 Q4	$660K	Buy	2,017 +198	+11%	+$54.5K	0.02%	621
2025 Q3	$478K	Buy	1,819 +221	+14%	+$54.9K	0.01%	727
2025 Q2	$411K	Buy	1,598 +347	+28%	+$71K	0.01%	683
2025 Q1	$243K	Sell	1,251 -496	-28%	-$91.7K	0.01%	781
2024 Q4	$318K	Buy	1,747 +524	+43%	+$89.5K	0.01%	639
2024 Q3	$201K	Buy	+1,223	New	+$204K	0.01%	765
2018 Q4	–	Sell	-782	Closed	-$57K	–	927
2018 Q3	$57K	Buy	782 +2	+0.3%	+$161	0.01%	499
2018 Q2	$60K	Buy	780 +1	+0.1%	+$75	0.01%	457
2018 Q1	$56K	Buy	779 +54	+7%	+$4.07K	0.01%	434
2017 Q4	$56K	Buy	725 +1	+0.1%	+$78	0.01%	436
2017 Q3	$56K	Buy	+724	New	+$51K	0.01%	425
2017 Q2	–	Sell	-650	Closed	-$44K	–	802
2017 Q1	$44K	Buy	650 +229	+54%	+$15.8K	0.01%	336
2016 Q4	$29K	Buy	421 +21	+5%	+$1.36K	0.01%	346
2016 Q3	$25K	Sell	400 -181	-31%	-$10.9K	0.01%	345
2016 Q2	$33K	Buy	581 +2	+0.3%	+$111	0.02%	280
2016 Q1	$30K	Buy	579 +1	+0.2%	+$48	0.02%	268
2015 Q4	$29K	Buy	+578	New	+$27.3K	0.01%	316