Sequoia Financial Advisors’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.55M | Buy |
18,564
+1,652
| +10% | +$405K | 0.03% | 295 |
|
2025
Q1 | $3.09M | Buy |
16,912
+1,335
| +9% | +$244K | 0.02% | 350 |
|
2024
Q4 | $2.59M | Buy |
15,577
+1,628
| +12% | +$271K | 0.02% | 357 |
|
2024
Q3 | $2.39M | Buy |
13,949
+315
| +2% | +$54K | 0.03% | 339 |
|
2024
Q2 | $2.38M | Buy |
13,634
+484
| +4% | +$84.4K | 0.03% | 292 |
|
2024
Q1 | $2.03M | Sell |
13,150
-436
| -3% | -$67.2K | 0.03% | 321 |
|
2023
Q4 | $1.85M | Buy |
+13,586
| New | +$1.85M | 0.02% | 367 |
|