Forum Financial Management’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
$873K Sell
56,594
-16,926
-23% -$261K 0.01% 241
2025
Q1
$1.07M Sell
73,520
-36
-0% -$522 0.02% 194
2024
Q4
$1.15M Buy
73,556
+47,465
+182% +$740K 0.02% 186
2024
Q3
$450K Buy
26,091
+24
+0.1% +$414 0.01% 362
2024
Q2
$490K Buy
26,067
+7,523
+41% +$142K 0.01% 313
2024
Q1
$370K Sell
18,544
-10
-0.1% -$200 0.01% 420
2023
Q4
$391K Buy
18,554
+8,115
+78% +$171K 0.01% 365
2023
Q3
$243K Hold
10,439
0.01% 499
2023
Q2
$242K Buy
10,439
+53
+0.5% +$1.23K 0.01% 521
2023
Q1
$233K Hold
10,386
0.01% 492
2022
Q4
$251K Sell
10,386
-177
-2% -$4.29K 0.01% 449
2022
Q3
$213K Buy
10,563
+9
+0.1% +$181 0.01% 478
2022
Q2
$228K Buy
+10,554
New +$228K 0.01% 458