GWM
Graybill Wealth Management’s Woodward WWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.66M | Buy |
27,176
+34
| +0.1% | +$8.33K | 2.17% | 20 |
|
|
2025
Q1 | $4.95M | Buy |
+27,142
| New | +$4.95M | 1.7% | 26 |
|
|
2024
Q3 | $5.42M | Buy |
31,607
+644
| +2% | +$110K | 2.01% | 23 |
|
|
2024
Q2 | $5.4M | Buy |
30,963
+324
| +1% | +$56.5K | 2.19% | 21 |
|
|
2024
Q1 | $4.72M | Buy |
30,639
+403
| +1% | +$62.1K | 1.99% | 25 |
|
|
2023
Q4 | $4.12M | Buy |
30,236
+62
| +0.2% | +$8.44K | 1.82% | 26 |
|
|
2023
Q3 | $3.75M | Buy |
30,174
+403
| +1% | +$50.1K | 1.83% | 27 |
|
|
2023
Q2 | $3.54M | Sell |
29,771
-112
| -0.4% | -$13.3K | 1.68% | 30 |
|
|
2023
Q1 | $2.91M | Buy |
29,883
+52
| +0.2% | +$5.06K | 1.48% | 35 |
|
|
2022
Q4 | $2.88M | Buy |
29,831
+723
| +2% | +$69.8K | 1.56% | 32 |
|
|
2022
Q3 | $2.34M | Sell |
29,108
-176
| -0.6% | -$14.1K | 1.39% | 39 |
|
|
2022
Q2 | $2.71M | Sell |
29,284
-615
| -2% | -$56.9K | 1.5% | 36 |
|
|
2022
Q1 | $3.74M | Buy |
29,899
+256
| +0.9% | +$32K | 1.82% | 31 |
|
|
2021
Q4 | $3.25M | Buy |
29,643
+584
| +2% | +$63.9K | 1.47% | 36 |
|
|
2021
Q3 | $3.29M | Buy |
29,059
+626
| +2% | +$70.9K | 1.62% | 33 |
|
|
2021
Q2 | $3.49M | Buy |
28,433
+424
| +2% | +$52.1K | 1.72% | 31 |
|
|
2021
Q1 | $3.38M | Sell |
28,009
-220
| -0.8% | -$26.5K | 1.79% | 32 |
|
|
2020
Q4 | $3.43M | Sell |
28,229
-175
| -0.6% | -$21.3K | 1.94% | 26 |
|
|
2020
Q3 | $2.28M | Sell |
28,404
-245
| -0.9% | -$19.6K | 1.48% | 35 |
|
|
2020
Q2 | $2.22M | Sell |
28,649
-52
| -0.2% | -$4.03K | 1.64% | 34 |
|
|
2020
Q1 | $1.71M | Sell |
28,701
-439
| -2% | -$26.1K | 1.51% | 32 |
|
|
2019
Q4 | $3.45M | Sell |
29,140
-795
| -3% | -$94.2K | 2.15% | 25 |
|
|
2019
Q3 | $3.23M | Sell |
29,935
-425
| -1% | -$45.8K | 2.18% | 25 |
|
|
2019
Q2 | $3.44M | Sell |
30,360
-90
| -0.3% | -$10.2K | 2.36% | 25 |
|
|
2019
Q1 | $2.89M | Sell |
30,450
-50
| -0.2% | -$4.74K | 2.02% | 32 |
|
|
2018
Q4 | $2.27M | Buy |
30,500
+1,465
| +5% | +$109K | 1.89% | 30 |
|
|
2018
Q3 | $2.35M | Sell |
29,035
-155
| -0.5% | -$12.5K | 1.7% | 35 |
|
|
2018
Q2 | $2.24M | Buy |
+29,190
| New | +$2.24M | 1.72% | 34 |
|