Geneos 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 | $126K | Sell |
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|
2025
Q2 | $129K | Sell |
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|
2025
Q1 | $190K | Buy |
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|
2024
Q4 | $84.7K | Buy |
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|
2024
Q3 | $1.54K | Sell |
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|
2024
Q2 | $87.2K | Hold |
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|
2024
Q1 | $77.1K | Hold |
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|
2023
Q4 | $68.1K | Hold |
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|
2023
Q3 | $62.1K | Hold |
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|
2023
Q2 | $59.5K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $109K | Hold |
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|
2021
Q3 | $117K | Sell |
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|
2021
Q2 | $158K | Hold |
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|
2021
Q1 | $159K | Hold |
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|
2020
Q4 | $154K | Sell |
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|
2020
Q3 | $111K | Sell |
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|
2020
Q2 | $147K | Sell |
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|
2020
Q1 | $122K | Sell |
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|
2019
Q4 | $237K | Hold |
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|
2019
Q3 | $215K | Sell |
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|
2019
Q2 | $247K | Hold |
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|
2019
Q1 | $207K | Buy |
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|
2018
Q4 | $158K | Hold |
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|
2018
Q3 | $175K | Hold |
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|
2018
Q2 | $167K | Hold |
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|
2018
Q1 | $155K | Hold |
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|
2017
Q4 | $166K | Hold |
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|
2017
Q3 | $168K | Hold |
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|
2017
Q2 | $147K | Hold |
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|
2017
Q1 | $147K | Buy |
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|
2016
Q4 | $45K | Hold |
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|
2016
Q3 | $40K | Hold |
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|
2016
Q2 | $37K | Hold |
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|
2016
Q1 | $34K | Buy |
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