Jones Financial Companies’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.66M | Buy |
18,933
+4,836
| +34% | +$1.19M | ﹤0.01% | 519 |
|
2025
Q1 | $2.58M | Buy |
14,097
+5,235
| +59% | +$960K | ﹤0.01% | 595 |
|
2024
Q4 | $1.47M | Buy |
8,862
+2,176
| +33% | +$362K | ﹤0.01% | 639 |
|
2024
Q3 | $1.14M | Buy |
6,686
+3,076
| +85% | +$525K | ﹤0.01% | 576 |
|
2024
Q2 | $630K | Buy |
3,610
+1,587
| +78% | +$277K | ﹤0.01% | 505 |
|
2024
Q1 | $312K | Buy |
2,023
+1,638
| +425% | +$252K | ﹤0.01% | 397 |
|
2023
Q4 | $52.4K | Buy |
385
+376
| +4,178% | +$51.2K | ﹤0.01% | 467 |
|
2023
Q3 | $1.12K | Buy |
+9
| New | +$1.12K | ﹤0.01% | 624 |
|
2021
Q1 | – | Sell |
-122
| Closed | -$15K | – | 879 |
|
2020
Q4 | $15K | Buy |
+122
| New | +$15K | ﹤0.01% | 393 |
|