Circle Wealth Management’s Woodward WWD Stock Holding History

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