Regal Investment 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 | $1.1M | Buy |
3,077
+1
| +0% | +$360 | 0.06% | 273 |
|
|
2025
Q4 | $930K | Sell |
3,076
-140
| -4% | -$38.5K | 0.06% | 293 |
|
|
2025
Q3 | $813K | Buy |
3,216
+1
| +0% | +$248 | 0.05% | 299 |
|
|
2025
Q2 | $788K | Sell |
3,215
-104
| -3% | -$21.3K | 0.06% | 274 |
|
|
2025
Q1 | $606K | Buy |
3,319
+3
| +0.1% | +$555 | 0.05% | 289 |
|
|
2024
Q4 | $552K | Sell |
3,316
-179
| -5% | -$30.6K | 0.04% | 307 |
|
|
2024
Q3 | $599K | Sell |
3,495
-18
| -0.5% | -$3K | 0.04% | 321 |
|
|
2024
Q2 | $613K | Buy |
3,513
+1
| +0% | +$170 | 0.04% | 320 |
|
|
2024
Q1 | $541K | Hold |
3,512
| – | – | 0.04% | 341 |
|
|
2023
Q4 | $478K | Buy |
3,512
+1
| +0% | +$131 | 0.04% | 331 |
|
|
2023
Q3 | $436K | Hold |
3,511
| – | – | 0.04% | 312 |
|
|
2023
Q2 | $417K | Buy |
3,511
+301
| +9% | +$31.9K | 0.04% | 328 |
|
|
2023
Q1 | $313K | Buy |
3,210
+18
| +0.6% | +$1.81K | 0.03% | 381 |
|
|
2022
Q4 | $308K | Buy |
3,192
+1
| +0% | +$92 | 0.03% | 371 |
|
|
2022
Q3 | $256K | Buy |
3,191
+20
| +0.6% | +$1.89K | 0.03% | 395 |
|
|
2022
Q2 | $293K | Buy |
3,171
+61
| +2% | +$6.35K | 0.03% | 376 |
|
|
2022
Q1 | $388K | Hold |
3,110
| – | – | 0.04% | 354 |
|
|
2021
Q4 | $340K | Buy |
3,110
+1
| +0% | +$112 | 0.03% | 400 |
|
|
2021
Q3 | $352K | Hold |
3,109
| – | – | 0.03% | 389 |
|
|
2021
Q2 | $382K | Buy |
+3,109
| New | +$383K | 0.04% | 367 |
|
|
2021
Q1 | – | Sell |
-3,109
| Closed | -$378K | – | 441 |
|
|
2020
Q4 | $378K | Buy |
+3,109
| New | +$315K | 0.04% | 322 |
|
Other funds holding WWD
VCM
VPM
