NewEdge 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 | $737K | Buy |
2,059
+31
| +2% | +$11.2K | ﹤0.01% | 1690 |
|
|
2025
Q4 | $613K | Buy |
2,028
+1,391
| +218% | +$383K | ﹤0.01% | 1821 |
|
|
2025
Q3 | $161K | Sell |
637
-8
| -1% | -$1.99K | ﹤0.01% | 2464 |
|
|
2025
Q2 | $158K | Hold |
645
| – | – | ﹤0.01% | 2283 |
|
|
2025
Q1 | $118K | Hold |
645
| – | – | ﹤0.01% | 2248 |
|
|
2024
Q4 | $107K | Hold |
645
| – | – | ﹤0.01% | 2256 |
|
|
2024
Q3 | $111K | Hold |
645
| – | – | ﹤0.01% | 2162 |
|
|
2024
Q2 | $112K | Sell |
645
-55
| -8% | -$9.36K | ﹤0.01% | 2088 |
|
|
2024
Q1 | $108K | Hold |
700
| – | – | ﹤0.01% | 2044 |
|
|
2023
Q4 | $95.2K | Sell |
700
-48
| -6% | -$6.27K | ﹤0.01% | 1967 |
|
|
2023
Q3 | $93K | Buy |
748
+30
| +4% | +$3.74K | ﹤0.01% | 1859 |
|
|
2023
Q2 | $85.4K | Buy |
718
+19
| +3% | +$2.01K | ﹤0.01% | 1906 |
|
|
2023
Q1 | $68.1K | Hold |
699
| – | – | ﹤0.01% | 1879 |
|
|
2022
Q4 | $68 | Buy |
+699
| New | +$64.6K | ﹤0.01% | 3426 |
|
|
2020
Q2 | – | Sell |
-21,404
| Closed | -$1.27M | – | 946 |
|
|
2020
Q1 | $1.27M | Buy |
21,404
+689
| +3% | +$71.3K | 0.06% | 266 |
|
|
2019
Q4 | $2.45M | Sell |
20,715
-44
| -0.2% | -$4.97K | 0.1% | 209 |
|
|
2019
Q3 | $2.24M | Buy |
20,759
+366
| +2% | +$40.2K | 0.1% | 199 |
|
|
2019
Q2 | $2.31M | Buy |
20,393
+28
| +0.1% | +$3K | 0.14% | 153 |
|
|
2019
Q1 | $1.93M | Buy |
20,365
+961
| +5% | +$85K | 0.12% | 171 |
|
|
2018
Q4 | $1.44K | Sell |
19,404
-187
| -1% | -$14.4K | 0.09% | 187 |
|
|
2018
Q3 | $1.58M | Buy |
+19,591
| New | +$1.57M | 0.12% | 167 |
|
|
2017
Q3 | – | Sell |
-177
| Closed | -$11.9K | – | 1137 |
|
|
2017
Q2 | $11.9K | Buy |
+177
| New | +$12.1K | ﹤0.01% | 896 |
|
Other funds holding WWD
VCM
VPM
