WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV opened 8 positions, added to 44, reduced 16, sold out of 7 and left 4 unchanged. The largest increase in value was MU (+$6,746,317); the largest decrease was PYPL (-$2,305,540).
- PYPL: Country of operation United States; Class COM; Shares 2026-03-31 50,974; Shares 2026-06-30 0.
- ABT: Country of operation United States; Class COM; Shares 2026-03-31 8,273; Shares 2026-06-30 0.
- PEP: Country of operation United States; Class COM; Shares 2026-03-31 1,332; Shares 2026-06-30 0.
- VZ: Country of operation United States; Class COM; Shares 2026-03-31 4,029; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 771118): 2026-03-31 (filed 2026-04-28) and 2026-06-30 (filed 2026-07-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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