TW
Transform Wealth’s Woodward WWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,435
| Closed | -$239K | – | 270 |
|
|
2024
Q4 | $239K | Hold |
1,435
| – | – | 0.01% | 237 |
|
|
2024
Q3 | $246K | Sell |
1,435
-51
| -3% | -$8.75K | 0.02% | 193 |
|
|
2024
Q2 | $259K | Sell |
1,486
-758
| -34% | -$132K | 0.02% | 189 |
|
|
2024
Q1 | $346K | Hold |
2,244
| – | – | 0.03% | 175 |
|
|
2023
Q4 | $305K | Sell |
2,244
-16
| -0.7% | -$2.18K | 0.03% | 204 |
|
|
2023
Q3 | $281K | Sell |
2,260
-125
| -5% | -$15.5K | 0.03% | 207 |
|
|
2023
Q2 | $284K | Sell |
2,385
-75
| -3% | -$8.92K | 0.03% | 221 |
|
|
2023
Q1 | $240K | Hold |
2,460
| – | – | 0.02% | 230 |
|
|
2022
Q4 | $238K | Buy |
+2,460
| New | +$238K | 0.03% | 205 |
|
|
2022
Q3 | – | Sell |
-2,460
| Closed | -$228K | – | 210 |
|
|
2022
Q2 | $228K | Sell |
2,460
-250
| -9% | -$23.2K | 0.03% | 183 |
|
|
2022
Q1 | $339K | Hold |
2,710
| – | – | 0.04% | 194 |
|
|
2021
Q4 | $297K | Sell |
2,710
-350
| -11% | -$38.4K | 0.03% | 189 |
|
|
2021
Q3 | $346K | Sell |
3,060
-270
| -8% | -$30.5K | 0.04% | 186 |
|
|
2021
Q2 | $409K | Buy |
+3,330
| New | +$409K | 0.05% | 185 |
|
|
2021
Q1 | – | Sell |
-2,100
| Closed | -$255K | – | 206 |
|
|
2020
Q4 | $255K | Sell |
2,100
-2,090
| -50% | -$254K | 0.05% | 187 |
|
|
2020
Q3 | $336K | Sell |
4,190
-610
| -13% | -$48.9K | 0.05% | 167 |
|
|
2020
Q2 | $372K | Sell |
4,800
-900
| -16% | -$69.8K | 0.06% | 167 |
|
|
2020
Q1 | $339K | Sell |
5,700
-250
| -4% | -$14.9K | 0.07% | 165 |
|
|
2019
Q4 | $705K | Sell |
5,950
-500
| -8% | -$59.2K | 0.11% | 137 |
|
|
2019
Q3 | $696K | Hold |
6,450
| – | – | 0.12% | 132 |
|
|
2019
Q2 | $730K | Sell |
6,450
-920
| -12% | -$104K | 0.11% | 155 |
|
|
2019
Q1 | $699K | Sell |
7,370
-3,660
| -33% | -$347K | 0.13% | 124 |
|
|
2018
Q4 | $819K | Sell |
11,030
-2,448
| -18% | -$182K | 0.17% | 119 |
|
|
2018
Q3 | $1.09M | Sell |
13,478
-498
| -4% | -$40.3K | 0.19% | 120 |
|
|
2018
Q2 | $1.07M | Sell |
13,976
-2,599
| -16% | -$200K | 0.19% | 130 |
|
|
2018
Q1 | $1.19M | Sell |
16,575
-1,148
| -6% | -$82.3K | 0.23% | 129 |
|
|
2017
Q4 | $1.36M | Sell |
17,723
-98
| -0.5% | -$7.5K | 0.25% | 128 |
|
|
2017
Q3 | $1.38M | Buy |
+17,821
| New | +$1.38M | 0.48% | 70 |
|
|
2017
Q2 | – | Sell |
-18,943
| Closed | -$1.29M | – | 192 |
|
|
2017
Q1 | $1.29M | Sell |
18,943
-298
| -2% | -$20.2K | 0.48% | 63 |
|
|
2016
Q4 | $1.33M | Buy |
19,241
+2,691
| +16% | +$186K | 0.53% | 58 |
|
|
2016
Q3 | $1.03M | Sell |
16,550
-2,788
| -14% | -$174K | 0.44% | 78 |
|
|
2016
Q2 | $1.12M | Buy |
+19,338
| New | +$1.12M | 0.47% | 72 |
|