EverSource Wealth Advisors’s Woodward WWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Buy |
630
+467
| +287% | +$114K | 0.01% | 980 |
|
|
2025
Q1 | $29.8K | Buy |
163
+42
| +35% | +$7.67K | ﹤0.01% | 1480 |
|
|
2024
Q4 | $20.1K | Buy |
121
+56
| +86% | +$9.32K | ﹤0.01% | 1619 |
|
|
2024
Q3 | $11.2K | Buy |
65
+8
| +14% | +$1.37K | ﹤0.01% | 1800 |
|
|
2024
Q2 | $8.9K | Buy |
57
+9
| +19% | +$1.41K | ﹤0.01% | 1912 |
|
|
2024
Q1 | $7.8K | Buy |
48
+13
| +37% | +$2.11K | ﹤0.01% | 1825 |
|
|
2023
Q4 | $4.77K | Hold |
35
| – | – | ﹤0.01% | 1877 |
|
|
2023
Q3 | $4.35K | Hold |
35
| – | – | ﹤0.01% | 1758 |
|
|
2023
Q2 | $4.16K | Buy |
35
+5
| +17% | +$595 | ﹤0.01% | 1803 |
|
|
2023
Q1 | $2.92K | Hold |
30
| – | – | ﹤0.01% | 1822 |
|
|
2022
Q4 | $2.9K | Hold |
30
| – | – | ﹤0.01% | 1798 |
|
|
2022
Q3 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 1744 |
|
|
2022
Q2 | – | Sell |
-120
| Closed | -$15K | – | 1909 |
|
|
2022
Q1 | $15K | Sell |
120
-17
| -12% | -$2.13K | ﹤0.01% | 826 |
|
|
2021
Q4 | $15K | Buy |
+137
| New | +$15K | ﹤0.01% | 811 |
|