Wealthquest’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
+853
| New | +$209K | 0.02% | 133 |
|
|
2023
Q3 | – | Sell |
-1,802
| Closed | -$214K | – | 130 |
|
|
2023
Q2 | $214K | Buy |
+1,802
| New | +$214K | 0.03% | 116 |
|
|
2021
Q4 | – | Sell |
-1,802
| Closed | -$203K | – | 146 |
|
|
2021
Q3 | $203K | Sell |
1,802
-448
| -20% | -$50.5K | 0.03% | 132 |
|
|
2021
Q2 | $276K | Hold |
2,250
| – | – | 0.05% | 118 |
|
|
2021
Q1 | $271K | Hold |
2,250
| – | – | 0.05% | 113 |
|
|
2020
Q4 | $273K | Buy |
+2,250
| New | +$273K | 0.06% | 106 |
|
|
2019
Q4 | $266K | Sell |
2,250
-750
| -25% | -$88.7K | 0.08% | 110 |
|
|
2019
Q3 | $323K | Hold |
3,000
| – | – | 0.11% | 96 |
|
|
2019
Q2 | $339K | Hold |
3,000
| – | – | 0.13% | 93 |
|
|
2019
Q1 | $284K | Hold |
3,000
| – | – | 0.11% | 102 |
|
|
2018
Q4 | $222K | Buy |
+3,000
| New | +$222K | 0.09% | 118 |
|