GeoWealth Management’s Curtiss-Wright CW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
2,225
+1,979
| +804% | +$967K | 0.04% | 237 |
|
|
2025
Q1 | $78.1K | Sell |
246
-72
| -23% | -$22.9K | ﹤0.01% | 834 |
|
|
2024
Q4 | $113K | Buy |
318
+43
| +16% | +$15.3K | ﹤0.01% | 933 |
|
|
2024
Q3 | $90.4K | Sell |
275
-2,773
| -91% | -$911K | ﹤0.01% | 913 |
|
|
2024
Q2 | $826K | Buy |
3,048
+3,024
| +12,600% | +$819K | 0.04% | 308 |
|
|
2024
Q1 | $6.14K | Buy |
+24
| New | +$6.14K | ﹤0.01% | 838 |
|