Evercore Wealth Management’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 | $585K | Sell |
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|
2025
Q2 | $578K | Hold |
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|
2025
Q1 | $430K | Hold |
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|
2024
Q4 | $393K | Hold |
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|
2024
Q3 | $405K | Sell |
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|
2024
Q2 | $422K | Hold |
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|
2024
Q1 | $373K | Hold |
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|
2023
Q4 | $330K | Sell |
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|
2023
Q3 | $311K | Hold |
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|
2023
Q2 | $297K | Hold |
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|
2023
Q1 | $243K | Sell |
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|
2022
Q4 | $260K | Hold |
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|
2022
Q3 | $216K | Sell |
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|
2022
Q2 | $259K | Hold |
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|
2022
Q1 | $349K | Hold |
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|
2021
Q4 | $306K | Hold |
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|
2021
Q3 | $317K | Sell |
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|
2021
Q2 | $354K | Hold |
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|
2021
Q1 | $347K | Hold |
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|
2020
Q4 | $350K | Sell |
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|
2020
Q3 | $241K | Buy |
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|
2020
Q2 | $233K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $460K | Hold |
|
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|
2019
Q3 | $419K | Sell |
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|
2019
Q2 | $452K | Hold |
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|
2019
Q1 | $379K | Hold |
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|
2018
Q4 | $296K | Sell |
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|
2018
Q3 | $333K | Hold |
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|
2018
Q2 | $317K | Hold |
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|
2018
Q1 | $295K | Hold |
|
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|
2017
Q4 | $315K | Sell |
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|
2017
Q3 | $330K | Hold |
|
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|
2017
Q2 | $287K | Hold |
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|
2017
Q1 | $289K | Hold |
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|
2016
Q4 | $293K | Sell |
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|
2016
Q3 | $275K | Hold |
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|
2016
Q2 | $254K | Hold |
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|
2016
Q1 | $229K | Hold |
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|
2015
Q4 | $219K | Sell |
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|
2015
Q3 | $200K | Hold |
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|
2015
Q2 | $270K | Hold |
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|
2015
Q1 | $250K | Hold |
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|
2014
Q4 | $242K | Hold |
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|
2014
Q3 | $234K | Sell |
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|
2014
Q2 | $452K | Hold |
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|
2014
Q1 | $374K | Sell |
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|
2013
Q4 | $442K | Hold |
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|
2013
Q3 | $396K | Hold |
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|
2013
Q2 | $388K | Buy |
|