Steward Partners Investment Advisory’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
6,176
+2
| +0% | +$490 | 0.01% | 818 |
|
|
2025
Q1 | $1.13M | Hold |
6,174
| – | – | 0.01% | 874 |
|
|
2024
Q4 | $1.03M | Sell |
6,174
-14
| -0.2% | -$2.33K | 0.01% | 860 |
|
|
2024
Q3 | $1.06M | Buy |
6,188
+14
| +0.2% | +$2.4K | 0.01% | 828 |
|
|
2024
Q2 | $1.08M | Buy |
6,174
+148
| +2% | +$25.8K | 0.01% | 787 |
|
|
2024
Q1 | $929K | Buy |
6,026
+16
| +0.3% | +$2.47K | 0.01% | 822 |
|
|
2023
Q4 | $818K | Buy |
6,010
+10
| +0.2% | +$1.36K | 0.01% | 796 |
|
|
2023
Q3 | $746K | Hold |
6,000
| – | – | 0.01% | 777 |
|
|
2023
Q2 | $713K | Hold |
6,000
| – | – | 0.01% | 809 |
|
|
2023
Q1 | $584K | Hold |
6,000
| – | – | 0.01% | 866 |
|
|
2022
Q4 | $580K | Hold |
6,000
| – | – | 0.01% | 848 |
|
|
2022
Q3 | $482K | Hold |
6,000
| – | – | 0.01% | 868 |
|
|
2022
Q2 | $555K | Hold |
6,000
| – | – | 0.01% | 817 |
|
|
2022
Q1 | $749K | Sell |
6,000
-29
| -0.5% | -$3.62K | 0.01% | 786 |
|
|
2021
Q4 | $660K | Hold |
6,029
| – | – | 0.01% | 856 |
|
|
2021
Q3 | $682K | Hold |
6,029
| – | – | 0.01% | 804 |
|
|
2021
Q2 | $741K | Hold |
6,029
| – | – | 0.01% | 787 |
|
|
2021
Q1 | $727K | Buy |
+6,029
| New | +$727K | 0.01% | 751 |
|
|
2020
Q2 | – | Sell |
-250
| Closed | -$14K | – | 2758 |
|
|
2020
Q1 | $14K | Buy |
250
+15
| +6% | +$840 | ﹤0.01% | 1744 |
|
|
2019
Q4 | $27K | Sell |
235
-36
| -13% | -$4.14K | ﹤0.01% | 1678 |
|
|
2019
Q3 | $29K | Buy |
271
+200
| +282% | +$21.4K | ﹤0.01% | 1599 |
|
|
2019
Q2 | $8K | Buy |
+71
| New | +$8K | ﹤0.01% | 2091 |
|
|
2018
Q4 | – | Sell |
-76
| Closed | -$6K | – | 2184 |
|
|
2018
Q3 | $6K | Sell |
76
-10
| -12% | -$789 | ﹤0.01% | 2086 |
|
|
2018
Q2 | $7K | Hold |
86
| – | – | ﹤0.01% | 1896 |
|
|
2018
Q1 | $6K | Hold |
86
| – | – | ﹤0.01% | 1751 |
|
|
2017
Q4 | $6K | Buy |
+86
| New | +$6K | ﹤0.01% | 1479 |
|