HighTower Advisors’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.24M | Buy |
9,044
+898
| +11% | +$323K | ﹤0.01% | 1429 |
|
|
2025
Q4 | $2.46M | Buy |
8,146
+127
| +2% | +$34.9K | ﹤0.01% | 1561 |
|
|
2025
Q3 | $2.03M | Buy |
8,019
+176
| +2% | +$43.7K | ﹤0.01% | 1626 |
|
|
2025
Q2 | $1.92M | Buy |
7,843
+97
| +1% | +$19.8K | ﹤0.01% | 1588 |
|
|
2025
Q1 | $1.41M | Sell |
7,746
-176
| -2% | -$32.5K | ﹤0.01% | 1735 |
|
|
2024
Q4 | $1.32M | Sell |
7,922
-141
| -2% | -$24.1K | ﹤0.01% | 1788 |
|
|
2024
Q3 | $1.39M | Sell |
8,063
-101
| -1% | -$16.8K | ﹤0.01% | 1725 |
|
|
2024
Q2 | $1.43M | Buy |
8,164
+637
| +8% | +$108K | ﹤0.01% | 1638 |
|
|
2024
Q1 | $1.16M | Buy |
7,527
+1,775
| +31% | +$250K | ﹤0.01% | 1726 |
|
|
2023
Q4 | $783K | Buy |
5,752
+527
| +10% | +$68.9K | ﹤0.01% | 1994 |
|
|
2023
Q3 | $641K | Buy |
5,225
+355
| +7% | +$44.3K | ﹤0.01% | 2057 |
|
|
2023
Q2 | $576K | Buy |
4,870
+824
| +20% | +$87.3K | ﹤0.01% | 2102 |
|
|
2023
Q1 | $401K | Sell |
4,046
-332
| -8% | -$33.4K | ﹤0.01% | 2255 |
|
|
2022
Q4 | $432K | Sell |
4,378
-395
| -8% | -$36.5K | ﹤0.01% | 2224 |
|
|
2022
Q3 | $387K | Buy |
4,773
+434
| +10% | +$41K | ﹤0.01% | 2192 |
|
|
2022
Q2 | $399K | Buy |
4,339
+26
| +0.6% | +$2.71K | ﹤0.01% | 2185 |
|
|
2022
Q1 | $526K | Buy |
4,313
+56
| +1% | +$6.58K | ﹤0.01% | 2137 |
|
|
2021
Q4 | $461K | Buy |
4,257
+834
| +24% | +$93.7K | ﹤0.01% | 2217 |
|
|
2021
Q3 | $393K | Buy |
3,423
+49
| +1% | +$5.82K | ﹤0.01% | 2228 |
|
|
2021
Q2 | $411K | Sell |
3,374
-57
| -2% | -$7.02K | ﹤0.01% | 2163 |
|
|
2021
Q1 | $415K | Buy |
+3,431
| New | +$409K | ﹤0.01% | 2097 |
|
|
2020
Q4 | – | Sell |
-3,189
| Closed | -$257K | – | 2949 |
|
|
2020
Q3 | $257K | Sell |
3,189
-324
| -9% | -$26.1K | ﹤0.01% | 1923 |
|
|
2020
Q2 | $273K | Sell |
3,513
-1,964
| -36% | -$128K | ﹤0.01% | 1797 |
|
|
2020
Q1 | $320K | Buy |
5,477
+1,930
| +54% | +$200K | ﹤0.01% | 1530 |
|
|
2019
Q4 | $428K | Buy |
3,547
+640
| +22% | +$72.2K | ﹤0.01% | 1515 |
|
|
2019
Q3 | $313K | Buy |
2,907
+187
| +7% | +$20.6K | ﹤0.01% | 1762 |
|
|
2019
Q2 | $313K | Sell |
2,720
-101
| -4% | -$10.8K | ﹤0.01% | 1776 |
|
|
2019
Q1 | $266K | Buy |
2,821
+152
| +6% | +$13.4K | ﹤0.01% | 1779 |
|
|
2018
Q4 | $200K | Buy |
+2,669
| New | +$206K | ﹤0.01% | 1847 |
|
|
2017
Q4 | – | Sell |
-3,181
| Closed | -$248K | – | 2398 |
|
|
2017
Q3 | $248K | Buy |
3,181
+173
| +6% | +$12.2K | ﹤0.01% | 1783 |
|
|
2017
Q2 | $210K | Sell |
3,008
-338
| -10% | -$23.1K | ﹤0.01% | 1821 |
|
|
2017
Q1 | $234K | Buy |
+3,346
| New | +$232K | ﹤0.01% | 1686 |
|
Other funds holding WWD
VCM
VPM
