Sequoia Financial 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
Q2 | $4.86M | Buy |
9,954
+999
| +11% | +$488K | 0.03% | 281 |
|
|
2025
Q1 | $2.84M | Buy |
8,955
+460
| +5% | +$146K | 0.02% | 369 |
|
|
2024
Q4 | $3.01M | Buy |
8,495
+329
| +4% | +$117K | 0.03% | 324 |
|
|
2024
Q3 | $2.68M | Buy |
8,166
+1,697
| +26% | +$558K | 0.03% | 312 |
|
|
2024
Q2 | $1.75M | Buy |
6,469
+3,784
| +141% | +$1.03M | 0.02% | 359 |
|
|
2024
Q1 | $687K | Buy |
2,685
+45
| +2% | +$11.5K | 0.01% | 584 |
|
|
2023
Q4 | $588K | Buy |
2,640
+595
| +29% | +$133K | 0.01% | 688 |
|
|
2023
Q3 | $400K | Buy |
2,045
+3
| +0.1% | +$587 | 0.01% | 579 |
|
|
2023
Q2 | $375K | Buy |
2,042
+1
| +0% | +$184 | 0.01% | 608 |
|
|
2023
Q1 | $360K | Sell |
2,041
-6
| -0.3% | -$1.06K | 0.01% | 562 |
|
|
2022
Q4 | $342K | Buy |
+2,047
| New | +$342K | 0.01% | 542 |
|