American Trust Investment Advisors’s Woodside Energy WDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Hold |
17,944
| – | – | 0.14% | 72 |
|
|
2025
Q1 | $260K | Sell |
17,944
-35
| -0.2% | -$507 | 0.11% | 96 |
|
|
2024
Q4 | $280K | Hold |
17,979
| – | – | 0.12% | 101 |
|
|
2024
Q3 | $310K | Buy |
17,979
+4,460
| +33% | +$76.9K | 0.13% | 98 |
|
|
2024
Q2 | $254K | Sell |
13,519
-334
| -2% | -$6.28K | 0.12% | 75 |
|
|
2024
Q1 | $277K | Sell |
13,853
-979
| -7% | -$19.6K | 0.13% | 74 |
|
|
2023
Q4 | $313K | Buy |
14,832
+55
| +0.4% | +$1.16K | 0.16% | 72 |
|
|
2023
Q3 | $344K | Hold |
14,777
| – | – | 0.19% | 62 |
|
|
2023
Q2 | $343K | Buy |
14,777
+2,535
| +21% | +$58.8K | 0.19% | 64 |
|
|
2023
Q1 | $275K | Hold |
12,242
| – | – | 0.17% | 70 |
|
|
2022
Q4 | $296K | Buy |
+12,242
| New | +$296K | 0.19% | 66 |
|