Redmont Wealth Advisors’s Curtiss-Wright CW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $682K | Sell |
2,151
-331
| -13% | -$105K | 1.33% | 13 |
|
2024
Q4 | $881K | Buy |
2,482
+72
| +3% | +$25.6K | 1.52% | 17 |
|
2024
Q3 | $792K | Sell |
2,410
-316
| -12% | -$104K | 1.23% | 17 |
|
2024
Q2 | $739K | Sell |
2,726
-756
| -22% | -$205K | 1.16% | 17 |
|
2024
Q1 | $891K | Sell |
3,482
-86
| -2% | -$22K | 1.23% | 19 |
|
2023
Q4 | $795K | Buy |
3,568
+403
| +13% | +$89.8K | 1.16% | 25 |
|
2023
Q3 | $619K | Sell |
3,165
-546
| -15% | -$107K | 1.09% | 23 |
|
2023
Q2 | $682K | Buy |
3,711
+277
| +8% | +$50.9K | 1.17% | 20 |
|
2023
Q1 | $605K | Sell |
3,434
-764
| -18% | -$135K | 1.22% | 17 |
|
2022
Q4 | $701K | Sell |
4,198
-197
| -4% | -$32.9K | 0.82% | 26 |
|
2022
Q3 | $612K | Sell |
4,395
-195
| -4% | -$27.2K | 0.8% | 25 |
|
2022
Q2 | $606K | Buy |
+4,590
| New | +$606K | 0.73% | 28 |
|