Cerity Partners’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 | $979K | Sell |
63,461
-280
| -0.4% | -$4.32K | ﹤0.01% | 1528 |
|
|
2025
Q1 | $924K | Buy |
63,741
+21,772
| +52% | +$315K | ﹤0.01% | 1456 |
|
|
2024
Q4 | $694K | Sell |
41,969
-3,883
| -8% | -$64.2K | ﹤0.01% | 1585 |
|
|
2024
Q3 | $790K | Buy |
45,852
+13,252
| +41% | +$228K | ﹤0.01% | 1522 |
|
|
2024
Q2 | $613K | Sell |
32,600
-11,510
| -26% | -$217K | ﹤0.01% | 1449 |
|
|
2024
Q1 | $881K | Buy |
44,110
+18,344
| +71% | +$366K | ﹤0.01% | 1336 |
|
|
2023
Q4 | $543K | Buy |
25,766
+1,729
| +7% | +$36.5K | ﹤0.01% | 1236 |
|
|
2023
Q3 | $560K | Sell |
24,037
-4,455
| -16% | -$104K | ﹤0.01% | 937 |
|
|
2023
Q2 | $661K | Buy |
28,492
+2,691
| +10% | +$62.4K | ﹤0.01% | 1070 |
|
|
2023
Q1 | $579K | Buy |
25,801
+1,856
| +8% | +$41.7K | ﹤0.01% | 1225 |
|
|
2022
Q4 | $580K | Buy |
23,945
+3,259
| +16% | +$78.9K | ﹤0.01% | 873 |
|
|
2022
Q3 | $417K | Buy |
+20,686
| New | +$417K | 0.01% | 777 |
|