Redmont Wealth Advisors’s Curtiss-Wright CW Stock Holding History

Redmont Wealth Advisors’s Portfolio CW Stock Details CW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.22M	Sell	2,207 -12	-0.5%	-$6.69K	1.84%	10
2025 Q3	$1.2M	Sell	2,219 -283	-11%	-$139K	1.68%	12
2025 Q2	$1.22M	Buy	2,502 +351	+16%	+$139K	1.79%	9
2025 Q1	$682K	Sell	2,151 -331	-13%	-$112K	1.33%	13
2024 Q4	$881K	Buy	2,482 +72	+3%	+$25.9K	1.52%	17
2024 Q3	$792K	Sell	2,410 -316	-12%	-$93.5K	1.23%	17
2024 Q2	$739K	Sell	2,726 -756	-22%	-$202K	1.16%	17
2024 Q1	$891K	Sell	3,482 -86	-2%	-$20K	1.23%	19
2023 Q4	$795K	Buy	3,568 +403	+13%	+$84.3K	1.16%	25
2023 Q3	$619K	Sell	3,165 -546	-15%	-$108K	1.09%	23
2023 Q2	$682K	Buy	3,711 +277	+8%	+$47.2K	1.17%	20
2023 Q1	$605K	Sell	3,434 -764	-18%	-$129K	1.22%	17
2022 Q4	$701K	Sell	4,198 -197	-4%	-$32.8K	0.82%	26
2022 Q3	$612K	Sell	4,395 -195	-4%	-$27.7K	0.8%	25
2022 Q2	$606K	Buy	+4,590	New	+$652K	0.74%	28

Other funds holding CW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return