EP Wealth Advisors’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $749K | Sell |
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|
2024
Q4 | $819K | Sell |
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|
2024
Q3 | $847K | Sell |
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|
2024
Q2 | $862K | Sell |
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|
2024
Q1 | $823K | Sell |
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|
2023
Q4 | $839K | Hold |
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|
2023
Q3 | $766K | Sell |
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|
2023
Q2 | $728K | Buy |
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|
2023
Q1 | $390K | Buy |
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|
2022
Q4 | $405K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $824K | Sell |
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|
2022
Q1 | $1.11M | Buy |
|