Coastal Bridge Advisors’s Woodward WWD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$299K Buy
+1,218
New +$299K 0.02% 356
2024
Q4
Sell
-1,200
Closed -$206K 179
2024
Q3
$206K Hold
1,200
0.05% 155
2024
Q2
$209K Buy
+1,200
New +$209K 0.05% 148