Abound Wealth Management’s Woodside Energy WDS Stock Holding History

Abound Wealth Management’s Portfolio WDS Stock Details WDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$445	Hold	23	–	–	﹤0.01%	968
2026 Q1	$550	Hold	23	–	–	﹤0.01%	1049
2025 Q4	$359	Hold	23	–	–	﹤0.01%	1001
2025 Q3	$347	Hold	23	–	–	﹤0.01%	978
2025 Q2	$355	Hold	23	–	–	﹤0.01%	897
2025 Q1	$334	Sell	23 -21	-48%	-$320	﹤0.01%	857
2024 Q4	$687	Hold	44	–	–	﹤0.01%	766
2024 Q3	$759	Hold	44	–	–	﹤0.01%	805
2024 Q2	$828	Hold	44	–	–	﹤0.01%	750
2024 Q1	$879	Hold	44	–	–	﹤0.01%	788
2023 Q4	$928	Buy	44 +8	+22%	+$170	﹤0.01%	793
2023 Q3	$839	Hold	36	–	–	﹤0.01%	731
2023 Q2	$835	Buy	+36	New	+$825	﹤0.01%	758

Other funds holding WDS

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return