Ownership history in Transform Wealth, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π Transform Wealth, LLC outperformed the S&P 500 by +4.1% annually on this WWD position. Timing score: 35% (9/26 decisions correct). Average cost basis: $58.87. Maximum drawdown during holding period: β49.7%.
β
Outperformed SPY on this position by 4.1% ann.
31 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
9 of 26 add/trim decisions correct
Best entry: $54.16 (2016 Q2) Β· Worst: $119.28 (2021 Q2)
πͺ Held through 2 major drawdowns (>20%).
3 adds Β· 23 trims. Bought during 0 of 11 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size