YIA
YHB Investment Advisors’s Woodward WWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.43M | Sell |
30,330
-31
| -0.1% | -$7.6K | 0.57% | 47 |
|
|
2025
Q1 | $5.54M | Buy |
30,361
+312
| +1% | +$56.9K | 0.46% | 58 |
|
|
2024
Q4 | $5M | Sell |
30,049
-120
| -0.4% | -$20K | 0.41% | 59 |
|
|
2024
Q3 | $5.17M | Buy |
30,169
+528
| +2% | +$90.6K | 0.43% | 58 |
|
|
2024
Q2 | $5.17M | Buy |
29,641
+636
| +2% | +$111K | 0.44% | 52 |
|
|
2024
Q1 | $4.47M | Sell |
29,005
-1,301
| -4% | -$201K | 0.4% | 68 |
|
|
2023
Q4 | $4.13M | Sell |
30,306
-39,272
| -56% | -$5.35M | 0.4% | 70 |
|
|
2023
Q3 | $8.46M | Buy |
69,578
+34,570
| +99% | +$4.2M | 0.78% | 34 |
|
|
2023
Q2 | $4.16M | Buy |
35,008
+278
| +0.8% | +$33.1K | 0.39% | 71 |
|
|
2023
Q1 | $3.38M | Buy |
34,730
+4,405
| +15% | +$429K | 0.34% | 80 |
|
|
2022
Q4 | $2.93M | Sell |
30,325
-5,305
| -15% | -$513K | 0.31% | 88 |
|
|
2022
Q3 | $2.86M | Buy |
35,630
+228
| +0.6% | +$18.3K | 0.32% | 87 |
|
|
2022
Q2 | $3.27M | Buy |
35,402
+167
| +0.5% | +$15.4K | 0.35% | 81 |
|
|
2022
Q1 | $4.4M | Buy |
35,235
+7,850
| +29% | +$980K | 0.39% | 72 |
|
|
2021
Q4 | $3M | Buy |
27,385
+745
| +3% | +$81.6K | 0.24% | 99 |
|
|
2021
Q3 | $3.02M | Buy |
26,640
+2,622
| +11% | +$297K | 0.26% | 101 |
|
|
2021
Q2 | $2.95M | Sell |
24,018
-540
| -2% | -$66.3K | 0.25% | 104 |
|
|
2021
Q1 | $3.04M | Sell |
24,558
-749
| -3% | -$92.6K | 0.26% | 98 |
|
|
2020
Q4 | $3.08M | Sell |
25,307
-280
| -1% | -$34K | 0.29% | 86 |
|
|
2020
Q3 | $2.05M | Buy |
25,587
+1,754
| +7% | +$141K | 0.22% | 102 |
|
|
2020
Q2 | $1.85M | Sell |
23,833
-635
| -3% | -$49.2K | 0.27% | 81 |
|
|
2020
Q1 | $1.45M | Buy |
24,468
+3,918
| +19% | +$233K | 0.25% | 84 |
|
|
2019
Q4 | $2.43M | Sell |
20,550
-289
| -1% | -$34.2K | 0.35% | 77 |
|
|
2019
Q3 | $2.25M | Buy |
20,839
+1,139
| +6% | +$123K | 0.34% | 77 |
|
|
2019
Q2 | $2.23M | Buy |
19,700
+30
| +0.2% | +$3.39K | 0.35% | 75 |
|
|
2019
Q1 | $1.87M | Sell |
19,670
-275
| -1% | -$26.1K | 0.29% | 90 |
|
|
2018
Q4 | $1.48M | Buy |
19,945
+875
| +5% | +$65K | 0.26% | 94 |
|
|
2018
Q3 | $1.54M | Sell |
19,070
-13
| -0.1% | -$1.05K | 0.23% | 97 |
|
|
2018
Q2 | $1.47M | Buy |
19,083
+2,300
| +14% | +$177K | 0.24% | 101 |
|
|
2018
Q1 | $1.2M | Buy |
+16,783
| New | +$1.2M | 0.2% | 108 |
|