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