Venturi Wealth Management’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-417
| Closed | -$69.4K | – | 1863 |
|
|
2024
Q4 | $69.4K | Buy |
417
+172
| +70% | +$28.6K | ﹤0.01% | 916 |
|
|
2024
Q3 | $42K | Sell |
245
-198
| -45% | -$34K | ﹤0.01% | 817 |
|
|
2024
Q2 | $77.3K | Buy |
443
+175
| +65% | +$30.5K | ﹤0.01% | 555 |
|
|
2024
Q1 | $41.3K | Buy |
268
+69
| +35% | +$10.6K | ﹤0.01% | 543 |
|
|
2023
Q4 | $27.1K | Buy |
199
+88
| +79% | +$12K | ﹤0.01% | 621 |
|
|
2023
Q3 | $13.8K | Buy |
+111
| New | +$13.8K | ﹤0.01% | 732 |
|