J.P. Morgan Private Wealth Advisors’s Woodward WWD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$475K Sell
3,823
-90
-2% -$11.2K ﹤0.01% 1266
2023
Q2
$465K Sell
3,913
-5,061
-56% -$602K ﹤0.01% 1068
2023
Q1
$874K Sell
8,974
-2,047
-19% -$199K ﹤0.01% 1227
2022
Q4
$1.06M Buy
11,021
+2,536
+30% +$245K ﹤0.01% 1115
2022
Q3
$681K Sell
8,485
-426
-5% -$34.2K ﹤0.01% 1328
2022
Q2
$824K Sell
8,911
-988
-10% -$91.4K ﹤0.01% 1231
2022
Q1
$1.24M Buy
9,899
+1,319
+15% +$165K ﹤0.01% 1110
2021
Q4
$939K Sell
8,580
-18,248
-68% -$2M ﹤0.01% 1276
2021
Q3
$3.04M Sell
26,828
-367
-1% -$41.5K 0.01% 735
2021
Q2
$3.34M Sell
27,195
-6,139
-18% -$754K 0.01% 698
2021
Q1
$4.02M Sell
33,334
-2,065
-6% -$249K 0.01% 565
2020
Q4
$4.3M Buy
35,399
+2,967
+9% +$361K 0.01% 525
2020
Q3
$2.6M Buy
32,432
+6,902
+27% +$553K 0.01% 580
2020
Q2
$1.98M Sell
25,530
-12,303
-33% -$954K 0.01% 589
2020
Q1
$2.25M Buy
37,833
+30,169
+394% +$1.79M 0.01% 513
2019
Q4
$908K Buy
7,664
+933
+14% +$111K ﹤0.01% 833
2019
Q3
$726K Buy
6,731
+2,111
+46% +$228K ﹤0.01% 874
2019
Q2
$523K Sell
4,620
-562
-11% -$63.6K ﹤0.01% 967
2019
Q1
$492K Sell
5,182
-683
-12% -$64.8K ﹤0.01% 1046
2018
Q4
$436K Hold
5,865
﹤0.01% 1024
2018
Q3
$474K Sell
5,865
-108
-2% -$8.73K ﹤0.01% 1094
2018
Q2
$459K Buy
5,973
+123
+2% +$9.45K ﹤0.01% 1034
2018
Q1
$419K Buy
5,850
+122
+2% +$8.74K ﹤0.01% 927
2017
Q4
$438K Sell
5,728
-982
-15% -$75.1K ﹤0.01% 913
2017
Q3
$521K Buy
6,710
+470
+8% +$36.5K ﹤0.01% 827
2017
Q2
$422K Sell
6,240
-1,124
-15% -$76K ﹤0.01% 889
2017
Q1
$500K Buy
7,364
+190
+3% +$12.9K ﹤0.01% 855
2016
Q4
$495K Sell
7,174
-15
-0.2% -$1.04K ﹤0.01% 814
2016
Q3
$450K Buy
7,189
+419
+6% +$26.2K ﹤0.01% 823
2016
Q2
$390K Buy
6,770
+887
+15% +$51.1K ﹤0.01% 874
2016
Q1
$306K Sell
5,883
-448
-7% -$23.3K ﹤0.01% 938
2015
Q4
$314K Sell
6,331
-3,680
-37% -$183K ﹤0.01% 848
2015
Q3
$407K Buy
+10,011
New +$407K 0.01% 688