Creative Planning’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
5,393
-3,508
| -39% | -$860K | ﹤0.01% | 1632 |
|
|
2025
Q1 | $1.62M | Buy |
8,901
+16
| +0.2% | +$2.92K | ﹤0.01% | 1342 |
|
|
2024
Q4 | $1.48M | Buy |
8,885
+3,694
| +71% | +$615K | ﹤0.01% | 1339 |
|
|
2024
Q3 | $890K | Sell |
5,191
-10,583
| -67% | -$1.82M | ﹤0.01% | 1609 |
|
|
2024
Q2 | $2.75M | Buy |
15,774
+913
| +6% | +$159K | ﹤0.01% | 851 |
|
|
2024
Q1 | $2.29M | Sell |
14,861
-721
| -5% | -$111K | ﹤0.01% | 915 |
|
|
2023
Q4 | $2.12M | Buy |
15,582
+472
| +3% | +$64.3K | ﹤0.01% | 896 |
|
|
2023
Q3 | $1.88M | Sell |
15,110
-303
| -2% | -$37.7K | ﹤0.01% | 870 |
|
|
2023
Q2 | $1.83M | Buy |
15,413
+1,722
| +13% | +$205K | ﹤0.01% | 859 |
|
|
2023
Q1 | $1.33M | Sell |
13,691
-322
| -2% | -$31.4K | ﹤0.01% | 939 |
|
|
2022
Q4 | $1.35M | Sell |
14,013
-25,990
| -65% | -$2.51M | ﹤0.01% | 893 |
|
|
2022
Q3 | $3.21M | Buy |
40,003
+23,164
| +138% | +$1.86M | 0.01% | 548 |
|
|
2022
Q2 | $1.56M | Sell |
16,839
-138
| -0.8% | -$12.8K | ﹤0.01% | 797 |
|
|
2022
Q1 | $2.12M | Buy |
16,977
+614
| +4% | +$76.7K | ﹤0.01% | 700 |
|
|
2021
Q4 | $1.79M | Buy |
16,363
+7,509
| +85% | +$822K | ﹤0.01% | 720 |
|
|
2021
Q3 | $1M | Buy |
8,854
+35
| +0.4% | +$3.96K | ﹤0.01% | 952 |
|
|
2021
Q2 | $1.08M | Buy |
8,819
+3,964
| +82% | +$487K | ﹤0.01% | 899 |
|
|
2021
Q1 | $586K | Buy |
4,855
+856
| +21% | +$103K | ﹤0.01% | 1308 |
|
|
2020
Q4 | $486K | Buy |
+3,999
| New | +$486K | ﹤0.01% | 1314 |
|
|
2019
Q4 | – | Sell |
-8,163
| Closed | -$880K | – | 1961 |
|
|
2019
Q3 | $880K | Buy |
+8,163
| New | +$880K | ﹤0.01% | 815 |
|
|
2017
Q3 | – | Sell |
-393
| Closed | -$27K | – | 3626 |
|
|
2017
Q2 | $27K | Buy |
393
+18
| +5% | +$1.24K | ﹤0.01% | 2938 |
|
|
2017
Q1 | $25K | Buy |
375
+4
| +1% | +$267 | ﹤0.01% | 2948 |
|
|
2016
Q4 | $26K | Buy |
371
+5
| +1% | +$350 | ﹤0.01% | 2868 |
|
|
2016
Q3 | $23K | Buy |
366
+45
| +14% | +$2.83K | ﹤0.01% | 2943 |
|
|
2016
Q2 | $19K | Hold |
321
| – | – | ﹤0.01% | 2817 |
|
|
2016
Q1 | $17K | Sell |
321
-200
| -38% | -$10.6K | ﹤0.01% | 2860 |
|
|
2015
Q4 | $26K | Sell |
521
-179
| -26% | -$8.93K | ﹤0.01% | 2621 |
|
|
2015
Q3 | $28K | Buy |
+700
| New | +$28K | ﹤0.01% | 2462 |
|
|
2015
Q2 | – | Sell |
-200
| Closed | -$10K | – | 2904 |
|
|
2015
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 3154 |
|
|
2014
Q4 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 3085 |
|
|
2013
Q4 | – | Sell |
-2,103
| Closed | -$86K | – | 3493 |
|
|
2013
Q3 | $86K | Buy |
+2,103
| New | +$86K | ﹤0.01% | 1205 |
|