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 |
|