Concord Wealth Partners’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.07K | Hold |
37
| – | – | ﹤0.01% | 555 |
|
|
2025
Q1 | $6.75K | Hold |
37
| – | – | ﹤0.01% | 546 |
|
|
2024
Q4 | $6.16K | Hold |
37
| – | – | ﹤0.01% | 578 |
|
|
2024
Q3 | $6.35K | Hold |
37
| – | – | ﹤0.01% | 605 |
|
|
2024
Q2 | $6.45K | Hold |
37
| – | – | ﹤0.01% | 550 |
|
|
2024
Q1 | $5.7K | Hold |
37
| – | – | ﹤0.01% | 639 |
|
|
2023
Q4 | $5.04K | Sell |
37
-8
| -18% | -$1.09K | ﹤0.01% | 637 |
|
|
2023
Q3 | $5.59K | Hold |
45
| – | – | ﹤0.01% | 701 |
|
|
2023
Q2 | $5.35K | Hold |
45
| – | – | ﹤0.01% | 693 |
|
|
2023
Q1 | $4.38K | Hold |
45
| – | – | ﹤0.01% | 692 |
|
|
2022
Q4 | $4.35K | Buy |
+45
| New | +$4.35K | ﹤0.01% | 792 |
|
|
2022
Q3 | – | Sell |
-45
| Closed | -$4K | – | 1175 |
|
|
2022
Q2 | $4K | Hold |
45
| – | – | ﹤0.01% | 902 |
|
|
2022
Q1 | $6K | Hold |
45
| – | – | ﹤0.01% | 886 |
|
|
2021
Q4 | $5K | Hold |
45
| – | – | ﹤0.01% | 967 |
|
|
2021
Q3 | $5K | Hold |
45
| – | – | ﹤0.01% | 605 |
|
|
2021
Q2 | $6K | Hold |
45
| – | – | ﹤0.01% | 716 |
|
|
2021
Q1 | $5K | Buy |
45
+8
| +22% | +$889 | ﹤0.01% | 689 |
|
|
2020
Q4 | $4K | Buy |
+37
| New | +$4K | ﹤0.01% | 446 |
|