Balanced Rock 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 | $219K | Buy |
14,181
+2,122
| +18% | +$32.7K | 0.17% | 92 |
|
|
2025
Q1 | $175K | Buy |
12,059
+517
| +4% | +$7.49K | 0.14% | 87 |
|
|
2024
Q4 | $180K | Buy |
+11,542
| New | +$180K | 0.14% | 88 |
|
|
2024
Q3 | – | Sell |
-10,059
| Closed | -$189K | – | 91 |
|
|
2024
Q2 | $189K | Buy |
+10,059
| New | +$189K | 0.16% | 87 |
|
|
2024
Q1 | – | Sell |
-9,701
| Closed | -$205K | – | 100 |
|
|
2023
Q4 | $205K | Buy |
+9,701
| New | +$205K | 0.18% | 91 |
|