Creative Planning’s Curtiss-Wright CW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.78M | Buy |
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|
2025
Q2 | $2.72M | Buy |
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|
2025
Q1 | $1.36M | Buy |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $988K | Buy |
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|
2024
Q2 | $753K | Buy |
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|
2024
Q1 | $654K | Buy |
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|
2023
Q4 | $557K | Buy |
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|
2023
Q3 | $446K | Buy |
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|
2023
Q2 | $394K | Buy |
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|
2023
Q1 | $289K | Buy |
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|
2022
Q4 | $255K | Sell |
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|
2022
Q3 | $275K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $222K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $123K | Hold |
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|
2017
Q1 | $122K | Hold |
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|
2016
Q4 | $131K | Buy |
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|
2016
Q3 | $3K | Sell |
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|
2016
Q2 | $1.89M | Hold |
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|
2016
Q1 | $1.7M | Hold |
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|
2015
Q4 | $1.54M | Sell |
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|
2015
Q3 | $3M | Sell |
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|
2015
Q2 | $3.49M | Buy |
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