Creative Planning’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 | $2.88M | Buy |
186,548
+69,999
| +60% | +$1.08M | ﹤0.01% | 1060 |
|
|
2025
Q1 | $1.69M | Sell |
116,549
-101,589
| -47% | -$1.47M | ﹤0.01% | 1303 |
|
|
2024
Q4 | $3.4M | Buy |
218,138
+119,497
| +121% | +$1.86M | ﹤0.01% | 831 |
|
|
2024
Q3 | $1.7M | Buy |
98,641
+6,398
| +7% | +$110K | ﹤0.01% | 1171 |
|
|
2024
Q2 | $1.74M | Buy |
92,243
+39,602
| +75% | +$745K | ﹤0.01% | 1055 |
|
|
2024
Q1 | $1.05M | Buy |
52,641
+2,835
| +6% | +$56.6K | ﹤0.01% | 1306 |
|
|
2023
Q4 | $1.05M | Sell |
49,806
-8,426
| -14% | -$178K | ﹤0.01% | 1200 |
|
|
2023
Q3 | $1.36M | Sell |
58,232
-4,228
| -7% | -$98.5K | ﹤0.01% | 1017 |
|
|
2023
Q2 | $1.45M | Buy |
62,460
+16,794
| +37% | +$389K | ﹤0.01% | 950 |
|
|
2023
Q1 | $1.02M | Buy |
45,666
+4,835
| +12% | +$108K | ﹤0.01% | 1065 |
|
|
2022
Q4 | $989K | Buy |
40,831
+2,189
| +6% | +$53K | ﹤0.01% | 1040 |
|
|
2022
Q3 | $779K | Buy |
38,642
+17,820
| +86% | +$359K | ﹤0.01% | 1070 |
|
|
2022
Q2 | $449K | Buy |
+20,822
| New | +$449K | ﹤0.01% | 1372 |
|