Carson Wealth (CWM LLC)’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 | $60K | Buy |
3,916
+93
| +2% | +$1.43K | ﹤0.01% | 3137 |
|
|
2025
Q1 | $55K | Sell |
3,823
-2,883
| -43% | -$41.5K | ﹤0.01% | 2903 |
|
|
2024
Q4 | $105K | Buy |
6,706
+619
| +10% | +$9.69K | ﹤0.01% | 2257 |
|
|
2024
Q3 | $105K | Buy |
6,087
+3,176
| +109% | +$54.8K | ﹤0.01% | 2170 |
|
|
2024
Q2 | $55K | Sell |
2,911
-666
| -19% | -$12.6K | ﹤0.01% | 2419 |
|
|
2024
Q1 | $71K | Sell |
3,577
-204
| -5% | -$4.05K | ﹤0.01% | 2084 |
|
|
2023
Q4 | $80K | Sell |
3,781
-423
| -10% | -$8.95K | ﹤0.01% | 1889 |
|
|
2023
Q3 | $98K | Buy |
4,204
+812
| +24% | +$18.9K | ﹤0.01% | 1641 |
|
|
2023
Q2 | $79K | Sell |
3,392
-46
| -1% | -$1.07K | ﹤0.01% | 1696 |
|
|
2023
Q1 | $77K | Buy |
3,438
+28
| +0.8% | +$627 | ﹤0.01% | 1626 |
|
|
2022
Q4 | $83K | Buy |
3,410
+403
| +13% | +$9.81K | ﹤0.01% | 1466 |
|
|
2022
Q3 | $61K | Buy |
3,007
+632
| +27% | +$12.8K | ﹤0.01% | 1574 |
|
|
2022
Q2 | $51K | Buy |
+2,375
| New | +$51K | ﹤0.01% | 1625 |
|