Circle Wealth Management’s Woodward WWD Stock Holding History

Circle Wealth Management’s Portfolio WWD Stock Details WWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$619K	Hold
2025 Q1	$461K	Buy
2024 Q4	$385K	Hold
2024 Q3	$397K	Buy
2024 Q2	$352K	Buy
2024 Q1	$256K	Hold
2023 Q4	$226K	Hold
2023 Q3	$206K	Buy
2022 Q2	–	Sell
2022 Q1	$207K	Buy