Householder Group Estate & Retirement Specialist’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-30,593
| Closed | -$5.25M | – | 1244 |
|
|
2024
Q3 | $5.25M | Hold |
30,593
| – | – | 1.53% | 11 |
|
|
2024
Q2 | $5.33M | Hold |
30,593
| – | – | 1.5% | 12 |
|
|
2024
Q1 | $4.71M | Hold |
30,593
| – | – | 1.4% | 12 |
|
|
2023
Q4 | $4.16M | Hold |
30,593
| – | – | 1.37% | 11 |
|
|
2023
Q3 | $3.8M | Buy |
+30,593
| New | +$3.8M | 1.37% | 10 |
|
|
2023
Q1 | $2.98M | Buy |
+30,593
| New | +$2.98M | 1.14% | 13 |
|
|
2022
Q4 | – | Sell |
-30,593
| Closed | -$2.46M | – | 1175 |
|
|
2022
Q3 | $2.46M | Hold |
30,593
| – | – | 1.01% | 15 |
|
|
2022
Q2 | $2.83M | Hold |
30,593
| – | – | 1.26% | 16 |
|
|
2022
Q1 | $3.82M | Hold |
30,593
| – | – | 1.54% | 10 |
|
|
2021
Q4 | $3.35M | Buy |
+30,593
| New | +$3.35M | 1.25% | 13 |
|