Creative Planning’s Curtiss-Wright CW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Buy |
5,572
+1,300
| +30% | +$635K | ﹤0.01% | 1098 |
|
|
2025
Q1 | $1.36M | Buy |
4,272
+328
| +8% | +$104K | ﹤0.01% | 1469 |
|
|
2024
Q4 | $1.4M | Buy |
3,944
+939
| +31% | +$333K | ﹤0.01% | 1383 |
|
|
2024
Q3 | $988K | Buy |
3,005
+227
| +8% | +$74.6K | ﹤0.01% | 1521 |
|
|
2024
Q2 | $753K | Buy |
2,778
+224
| +9% | +$60.7K | ﹤0.01% | 1619 |
|
|
2024
Q1 | $654K | Buy |
2,554
+53
| +2% | +$13.6K | ﹤0.01% | 1644 |
|
|
2023
Q4 | $557K | Buy |
2,501
+222
| +10% | +$49.5K | ﹤0.01% | 1643 |
|
|
2023
Q3 | $446K | Buy |
2,279
+135
| +6% | +$26.4K | ﹤0.01% | 1632 |
|
|
2023
Q2 | $394K | Buy |
2,144
+506
| +31% | +$92.9K | ﹤0.01% | 1705 |
|
|
2023
Q1 | $289K | Buy |
1,638
+112
| +7% | +$19.7K | ﹤0.01% | 1843 |
|
|
2022
Q4 | $255K | Sell |
1,526
-453
| -23% | -$75.6K | ﹤0.01% | 1829 |
|
|
2022
Q3 | $275K | Buy |
+1,979
| New | +$275K | ﹤0.01% | 1689 |
|
|
2018
Q4 | – | Sell |
-1,617
| Closed | -$222K | – | 1830 |
|
|
2018
Q3 | $222K | Buy |
+1,617
| New | +$222K | ﹤0.01% | 1593 |
|
|
2017
Q3 | – | Sell |
-1,336
| Closed | -$123K | – | 2231 |
|
|
2017
Q2 | $123K | Hold |
1,336
| – | – | ﹤0.01% | 1818 |
|
|
2017
Q1 | $122K | Hold |
1,336
| – | – | ﹤0.01% | 1816 |
|
|
2016
Q4 | $131K | Buy |
1,336
+1,304
| +4,075% | +$128K | ﹤0.01% | 1669 |
|
|
2016
Q3 | $3K | Sell |
32
-22,450
| -100% | -$2.1M | ﹤0.01% | 3973 |
|
|
2016
Q2 | $1.89M | Hold |
22,482
| – | – | 0.01% | 345 |
|
|
2016
Q1 | $1.7M | Hold |
22,482
| – | – | 0.01% | 351 |
|
|
2015
Q4 | $1.54M | Sell |
22,482
-25,653
| -53% | -$1.76M | 0.01% | 375 |
|
|
2015
Q3 | $3.01M | Sell |
48,135
-2
| -0% | -$125 | 0.03% | 219 |
|
|
2015
Q2 | $3.49M | Buy |
+48,137
| New | +$3.49M | 0.03% | 195 |
|