EP Wealth Advisors’s Woodward WWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
4,178
+72
| +2% | +$17.6K | 0.01% | 560 |
|
|
2025
Q1 | $749K | Sell |
4,106
-813
| -17% | -$148K | 0.01% | 569 |
|
|
2024
Q4 | $819K | Sell |
4,919
-17
| -0.3% | -$2.83K | 0.01% | 558 |
|
|
2024
Q3 | $847K | Sell |
4,936
-7
| -0.1% | -$1.2K | 0.01% | 534 |
|
|
2024
Q2 | $862K | Sell |
4,943
-396
| -7% | -$69.1K | 0.01% | 422 |
|
|
2024
Q1 | $823K | Sell |
5,339
-824
| -13% | -$127K | 0.01% | 414 |
|
|
2023
Q4 | $839K | Hold |
6,163
| – | – | 0.01% | 398 |
|
|
2023
Q3 | $766K | Sell |
6,163
-3,213
| -34% | -$399K | 0.01% | 377 |
|
|
2023
Q2 | $728K | Buy |
9,376
+1,281
| +16% | +$99.5K | 0.01% | 384 |
|
|
2023
Q1 | $390K | Buy |
8,095
+3,905
| +93% | +$188K | 0.01% | 441 |
|
|
2022
Q4 | $405K | Buy |
+4,190
| New | +$405K | 0.01% | 420 |
|
|
2022
Q3 | – | Sell |
-8,907
| Closed | -$824K | – | 654 |
|
|
2022
Q2 | $824K | Sell |
8,907
-20
| -0.2% | -$1.85K | 0.02% | 282 |
|
|
2022
Q1 | $1.12M | Buy |
+8,927
| New | +$1.12M | 0.02% | 258 |
|