Moneta Group Investment Advisors’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
+1,236
| New | +$303K | ﹤0.01% | 560 |
|
|
2018
Q2 | – | Sell |
-250
| Closed | -$18K | – | 640 |
|
|
2018
Q1 | $18K | Hold |
250
| – | – | ﹤0.01% | 409 |
|
|
2017
Q4 | $19K | Buy |
+250
| New | +$19K | ﹤0.01% | 312 |
|
|
2015
Q4 | – | Sell |
-250
| Closed | -$10K | – | 426 |
|
|
2015
Q3 | $10K | Buy |
+250
| New | +$10K | ﹤0.01% | 423 |
|