WWD WOODWARD INC

Ownership history in Transform Wealth, LLC  ·  32 quarters on record

This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in WOODWARD INC (WWD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.53% (2016 Q4)
Avg. % of fund
0.14%
First filed
2016 Q2
Last filed
2024 Q4
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 UNCHANGED 1,435 0% 0.01% $239K $165.45
2024 Q3 REDUCED 1,435 -51 -3.4% 0.02% $246K $170.26
2024 Q2 REDUCED 1,486 -758 -33.8% 0.02% $259K $172.84
2024 Q1 UNCHANGED 2,244 0% 0.03% $346K $152.55
2023 Q4 REDUCED 2,244 -16 -0.7% 0.03% $305K $134.50
2023 Q3 REDUCED 2,260 -125 -5.2% 0.03% $281K $122.57
2023 Q2 REDUCED 2,385 -75 -3.0% 0.03% $284K $117.09
2023 Q1 UNCHANGED 2,460 0% 0.02% $240K $95.69
2022 Q4 UNCHANGED 2,460 0% 0.03% $238K $94.74
2022 Q2 REDUCED 2,460 -250 -9.2% 0.03% $228K $90.34
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WWD price (monthly, adj. close)
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