CWM
Circle Wealth Management’s Woodward WWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $461K | Buy |
2,526
+211
| +9% | +$38.5K | 0.01% | 169 |
|
|
2024
Q4 | $385K | Hold |
2,315
| – | – | 0.01% | 188 |
|
|
2024
Q3 | $397K | Buy |
2,315
+297
| +15% | +$50.9K | 0.01% | 185 |
|
|
2024
Q2 | $352K | Buy |
2,018
+360
| +22% | +$62.8K | 0.01% | 185 |
|
|
2024
Q1 | $256K | Hold |
1,658
| – | – | 0.01% | 179 |
|
|
2023
Q4 | $226K | Hold |
1,658
| – | – | 0.01% | 179 |
|
|
2023
Q3 | $206K | Buy |
+1,658
| New | +$206K | 0.01% | 193 |
|
|
2022
Q2 | – | Sell |
-1,658
| Closed | -$207K | – | 181 |
|
|
2022
Q1 | $207K | Buy |
+1,658
| New | +$207K | 0.03% | 178 |
|