Creative Planning’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.95M | Buy |
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|
2025
Q2 | $1.32M | Sell |
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|
2025
Q1 | $1.62M | Buy |
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|
2024
Q4 | $1.48M | Buy |
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|
2024
Q3 | $890K | Sell |
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|
2024
Q2 | $2.75M | Buy |
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|
2024
Q1 | $2.29M | Sell |
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|
2023
Q4 | $2.12M | Buy |
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|
2023
Q3 | $1.88M | Sell |
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|
2023
Q2 | $1.83M | Buy |
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|
2023
Q1 | $1.33M | Sell |
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|
2022
Q4 | $1.35M | Sell |
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|
2022
Q3 | $3.21M | Buy |
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|
2022
Q2 | $1.56M | Sell |
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|
2022
Q1 | $2.12M | Buy |
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|
2021
Q4 | $1.79M | Buy |
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|
2021
Q3 | $1M | Buy |
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|
2021
Q2 | $1.08M | Buy |
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|
2021
Q1 | $586K | Buy |
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|
2020
Q4 | $486K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $880K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $27K | Buy |
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|
2017
Q1 | $25K | Buy |
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|
2016
Q4 | $26K | Buy |
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|
2016
Q3 | $23K | Buy |
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|
2016
Q2 | $19K | Hold |
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|
2016
Q1 | $17K | Sell |
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|
2015
Q4 | $26K | Sell |
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|
2015
Q3 | $28K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $10K | Hold |
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|
2014
Q4 | $10K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $86K | Buy |
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