EverSource Wealth 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 | $79.3K | Buy |
5,137
+2,825
| +122% | +$43.6K | ﹤0.01% | 1325 |
|
|
2025
Q1 | $33.5K | Buy |
2,312
+412
| +22% | +$5.97K | ﹤0.01% | 1429 |
|
|
2024
Q4 | $29.6K | Sell |
1,900
-221
| -10% | -$3.45K | ﹤0.01% | 1429 |
|
|
2024
Q3 | $36.6K | Sell |
2,121
-1,186
| -36% | -$20.4K | ﹤0.01% | 1200 |
|
|
2024
Q2 | $60.3K | Buy |
3,307
+1,631
| +97% | +$29.7K | ﹤0.01% | 1003 |
|
|
2024
Q1 | $29.8K | Buy |
1,676
+192
| +13% | +$3.42K | ﹤0.01% | 1190 |
|
|
2023
Q4 | $31.3K | Sell |
1,484
-2,460
| -62% | -$51.9K | ﹤0.01% | 1075 |
|
|
2023
Q3 | $91.9K | Sell |
3,944
-313
| -7% | -$7.29K | 0.01% | 597 |
|
|
2023
Q2 | $98.7K | Buy |
4,257
+421
| +11% | +$9.76K | 0.01% | 583 |
|
|
2023
Q1 | $86K | Sell |
3,836
-508
| -12% | -$11.4K | 0.01% | 588 |
|
|
2022
Q4 | $105K | Buy |
4,344
+944
| +28% | +$22.9K | 0.02% | 491 |
|
|
2022
Q3 | $68K | Buy |
3,400
+3,315
| +3,900% | +$66.3K | 0.02% | 553 |
|
|
2022
Q2 | $2K | Buy |
+85
| New | +$2K | ﹤0.01% | 1589 |
|