EWM
Evercore Wealth Management’s Woodward WWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Hold |
2,359
| – | – | 0.01% | 266 |
|
|
2025
Q1 | $430K | Hold |
2,359
| – | – | 0.01% | 285 |
|
|
2024
Q4 | $393K | Hold |
2,359
| – | – | 0.01% | 305 |
|
|
2024
Q3 | $405K | Sell |
2,359
-62
| -3% | -$10.6K | 0.01% | 299 |
|
|
2024
Q2 | $422K | Hold |
2,421
| – | – | 0.01% | 293 |
|
|
2024
Q1 | $373K | Hold |
2,421
| – | – | 0.01% | 314 |
|
|
2023
Q4 | $330K | Sell |
2,421
-79
| -3% | -$10.8K | 0.01% | 326 |
|
|
2023
Q3 | $311K | Hold |
2,500
| – | – | 0.01% | 315 |
|
|
2023
Q2 | $297K | Hold |
2,500
| – | – | 0.01% | 331 |
|
|
2023
Q1 | $243K | Sell |
2,500
-196
| -7% | -$19.1K | ﹤0.01% | 356 |
|
|
2022
Q4 | $260K | Hold |
2,696
| – | – | 0.01% | 342 |
|
|
2022
Q3 | $216K | Sell |
2,696
-101
| -4% | -$8.09K | ﹤0.01% | 361 |
|
|
2022
Q2 | $259K | Hold |
2,797
| – | – | 0.01% | 341 |
|
|
2022
Q1 | $349K | Hold |
2,797
| – | – | 0.01% | 327 |
|
|
2021
Q4 | $306K | Hold |
2,797
| – | – | 0.01% | 355 |
|
|
2021
Q3 | $317K | Sell |
2,797
-83
| -3% | -$9.41K | 0.01% | 355 |
|
|
2021
Q2 | $354K | Hold |
2,880
| – | – | 0.01% | 337 |
|
|
2021
Q1 | $347K | Hold |
2,880
| – | – | 0.01% | 344 |
|
|
2020
Q4 | $350K | Sell |
2,880
-130
| -4% | -$15.8K | 0.01% | 336 |
|
|
2020
Q3 | $241K | Buy |
3,010
+10
| +0.3% | +$801 | 0.01% | 340 |
|
|
2020
Q2 | $233K | Buy |
+3,000
| New | +$233K | 0.01% | 340 |
|
|
2020
Q1 | – | Sell |
-3,888
| Closed | -$460K | – | 418 |
|
|
2019
Q4 | $460K | Hold |
3,888
| – | – | 0.01% | 286 |
|
|
2019
Q3 | $419K | Sell |
3,888
-103
| -3% | -$11.1K | 0.01% | 287 |
|
|
2019
Q2 | $452K | Hold |
3,991
| – | – | 0.01% | 284 |
|
|
2019
Q1 | $379K | Hold |
3,991
| – | – | 0.01% | 304 |
|
|
2018
Q4 | $296K | Sell |
3,991
-128
| -3% | -$9.49K | 0.01% | 313 |
|
|
2018
Q3 | $333K | Hold |
4,119
| – | – | 0.01% | 329 |
|
|
2018
Q2 | $317K | Hold |
4,119
| – | – | 0.01% | 321 |
|
|
2018
Q1 | $295K | Hold |
4,119
| – | – | 0.01% | 301 |
|
|
2017
Q4 | $315K | Sell |
4,119
-129
| -3% | -$9.87K | 0.01% | 303 |
|
|
2017
Q3 | $330K | Hold |
4,248
| – | – | 0.01% | 304 |
|
|
2017
Q2 | $287K | Hold |
4,248
| – | – | 0.01% | 322 |
|
|
2017
Q1 | $289K | Hold |
4,248
| – | – | 0.01% | 324 |
|
|
2016
Q4 | $293K | Sell |
4,248
-153
| -3% | -$10.6K | 0.01% | 311 |
|
|
2016
Q3 | $275K | Hold |
4,401
| – | – | 0.01% | 320 |
|
|
2016
Q2 | $254K | Hold |
4,401
| – | – | 0.01% | 321 |
|
|
2016
Q1 | $229K | Hold |
4,401
| – | – | 0.01% | 332 |
|
|
2015
Q4 | $219K | Sell |
4,401
-506
| -10% | -$25.2K | 0.01% | 351 |
|
|
2015
Q3 | $200K | Hold |
4,907
| – | – | 0.01% | 379 |
|
|
2015
Q2 | $270K | Hold |
4,907
| – | – | 0.01% | 377 |
|
|
2015
Q1 | $250K | Hold |
4,907
| – | – | 0.01% | 377 |
|
|
2014
Q4 | $242K | Hold |
4,907
| – | – | 0.01% | 330 |
|
|
2014
Q3 | $234K | Sell |
4,907
-4,093
| -45% | -$195K | 0.01% | 369 |
|
|
2014
Q2 | $452K | Hold |
9,000
| – | – | 0.02% | 283 |
|
|
2014
Q1 | $374K | Sell |
9,000
-692
| -7% | -$28.8K | 0.02% | 297 |
|
|
2013
Q4 | $442K | Hold |
9,692
| – | – | 0.02% | 274 |
|
|
2013
Q3 | $396K | Hold |
9,692
| – | – | 0.02% | 306 |
|
|
2013
Q2 | $388K | Buy |
+9,692
| New | +$388K | 0.02% | 314 |
|