SWM
Sendero Wealth Management’s Woodward WWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Hold |
5,470
| – | – | 0.17% | 80 |
|
|
2025
Q1 | $998K | Buy |
5,470
+476
| +10% | +$86.9K | 0.14% | 88 |
|
|
2024
Q4 | $831K | Hold |
4,994
| – | – | 0.12% | 95 |
|
|
2024
Q3 | $857K | Buy |
4,994
+639
| +15% | +$110K | 0.14% | 91 |
|
|
2024
Q2 | $759K | Buy |
4,355
+842
| +24% | +$147K | 0.13% | 91 |
|
|
2024
Q1 | $541K | Sell |
3,513
-1,451
| -29% | -$224K | 0.09% | 118 |
|
|
2023
Q4 | $676K | Buy |
4,964
+197
| +4% | +$26.8K | 0.13% | 105 |
|
|
2023
Q3 | $592K | Buy |
4,767
+355
| +8% | +$44.1K | 0.13% | 100 |
|
|
2023
Q2 | $525K | Buy |
4,412
+266
| +6% | +$31.6K | 0.11% | 106 |
|
|
2023
Q1 | $404K | Sell |
4,146
-349
| -8% | -$34K | 0.12% | 77 |
|
|
2022
Q4 | $434K | Buy |
4,495
+898
| +25% | +$86.8K | 0.15% | 74 |
|
|
2022
Q3 | $288K | Buy |
3,597
+1,091
| +44% | +$87.4K | 0.12% | 77 |
|
|
2022
Q2 | $231K | Buy |
+2,506
| New | +$231K | 0.22% | 85 |
|