Sowell Financial Services’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Buy |
12,489
+10
| +0.1% | +$2.45K | 0.12% | 173 |
|
|
2025
Q1 | $2.28M | Buy |
12,479
+836
| +7% | +$153K | 0.1% | 208 |
|
|
2024
Q4 | $1.94M | Buy |
11,643
+5
| +0% | +$832 | 0.1% | 217 |
|
|
2024
Q3 | $2M | Buy |
11,638
+1
| +0% | +$172 | 0.09% | 236 |
|
|
2024
Q2 | $2.03M | Hold |
11,637
| – | – | 0.1% | 218 |
|
|
2024
Q1 | $1.79M | Sell |
11,637
-4
| -0% | -$616 | 0.08% | 250 |
|
|
2023
Q4 | $1.59M | Buy |
11,641
+4
| +0% | +$545 | 0.09% | 255 |
|
|
2023
Q3 | $1.45M | Sell |
11,637
-31
| -0.3% | -$3.85K | 0.09% | 247 |
|
|
2023
Q2 | $1.39M | Hold |
11,668
| – | – | 0.08% | 291 |
|
|
2023
Q1 | $1.14M | Hold |
11,668
| – | – | 0.09% | 273 |
|
|
2022
Q4 | $1.13M | Hold |
11,668
| – | – | 0.07% | 300 |
|
|
2022
Q3 | $936K | Hold |
11,668
| – | – | 0.09% | 245 |
|
|
2022
Q2 | $1.08M | Buy |
11,668
+67
| +0.6% | +$6.2K | 0.1% | 158 |
|
|
2022
Q1 | $1.45M | Sell |
11,601
-83
| -0.7% | -$10.4K | 0.25% | 67 |
|
|
2021
Q4 | $1.28M | Sell |
11,684
-49
| -0.4% | -$5.36K | 0.07% | 284 |
|
|
2021
Q3 | $1.33M | Sell |
11,733
-1,249
| -10% | -$141K | 0.09% | 251 |
|
|
2021
Q2 | $1.6M | Buy |
12,982
+10
| +0.1% | +$1.23K | 0.11% | 223 |
|
|
2021
Q1 | $1.64M | Sell |
12,972
-387
| -3% | -$48.9K | 0.06% | 282 |
|
|
2020
Q4 | $1.62M | Sell |
13,359
-695
| -5% | -$84.4K | 0.07% | 239 |
|
|
2020
Q3 | $1.13M | Sell |
14,054
-135
| -1% | -$10.8K | 0.06% | 272 |
|
|
2020
Q2 | $1.1M | Sell |
14,189
-240
| -2% | -$18.6K | 0.06% | 255 |
|
|
2020
Q1 | $858K | Buy |
14,429
+17
| +0.1% | +$1.01K | 0.06% | 274 |
|
|
2019
Q4 | $1.71M | Buy |
14,412
+2,275
| +19% | +$269K | 0.13% | 176 |
|
|
2019
Q3 | $1.31M | Buy |
+12,137
| New | +$1.31M | 0.11% | 198 |
|
|
2019
Q1 | $1.14M | Sell |
12,003
-349
| -3% | -$33.1K | 0.13% | 177 |
|
|
2018
Q4 | $918K | Sell |
12,352
-1
| -0% | -$74 | 0.13% | 175 |
|
|
2018
Q3 | $999K | Buy |
+12,353
| New | +$999K | 0.15% | 117 |
|