Forum Financial Management’s Woodside Energy WDS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-69,905	Closed	-$1.09M	–	991
2025 Q4	$1.09M	Hold	69,905	–	–	0.01%	231
2025 Q3	$1.05M	Buy	69,905 +13,311	+24%	+$219K	0.01%	225
2025 Q2	$873K	Sell	56,594 -16,926	-23%	-$237K	0.01%	242
2025 Q1	$1.07M	Sell	73,520 -36	-0%	-$548	0.02%	194
2024 Q4	$1.15M	Buy	73,556 +47,465	+182%	+$761K	0.02%	186
2024 Q3	$450K	Buy	26,091 +24	+0.1%	+$426	0.01%	364
2024 Q2	$490K	Buy	26,067 +7,523	+41%	+$140K	0.01%	314
2024 Q1	$370K	Sell	18,544 -10	-0.1%	-$202	0.01%	421
2023 Q4	$391K	Buy	18,554 +8,115	+78%	+$173K	0.01%	366
2023 Q3	$243K	Hold	10,439	–	–	0.01%	500
2023 Q2	$242K	Buy	10,439 +53	+0.5%	+$1.21K	0.01%	521
2023 Q1	$233K	Hold	10,386	–	–	0.01%	492
2022 Q4	$251K	Sell	10,386 -177	-2%	-$4.2K	0.01%	449
2022 Q3	$213K	Buy	10,563 +9	+0.1%	+$198	0.01%	478
2022 Q2	$228K	Buy	+10,554	New	+$239K	0.01%	459