Grove Bank & Trust’s Woodside Energy WDS Stock Holding History

Grove Bank & Trust’s Portfolio WDS Stock Details WDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.3K	Sell	1,932 -58	-3%	-$1.29K	﹤0.01%	480
2026 Q1	$47.5K	Sell	1,990 -7	-0.4%	-$136	0.01%	429
2025 Q4	$31.1K	Sell	1,997 -84	-4%	-$1.34K	﹤0.01%	486
2025 Q3	$31.3K	Sell	2,081 -456	-18%	-$7.51K	﹤0.01%	484
2025 Q2	$39.1K	Sell	2,537 -28	-1%	-$392	﹤0.01%	444
2025 Q1	$37.2K	Sell	2,565 -180	-7%	-$2.74K	0.01%	441
2024 Q4	$42.8K	Buy	2,745 +258	+10%	+$4.14K	0.01%	383
2024 Q3	$42.9K	Buy	2,487 +544	+28%	+$9.65K	0.01%	371
2024 Q2	$36.5K	Sell	1,943 -1,071	-36%	-$19.9K	0.01%	381
2024 Q1	$60.2K	Buy	3,014 +111	+4%	+$2.25K	0.01%	348
2023 Q4	$61.2K	Sell	2,903 -6	-0.2%	-$128	0.01%	334
2023 Q3	$67.8K	Sell	2,909 -256	-8%	-$6.24K	0.01%	328
2023 Q2	$73.4K	Buy	3,165 +796	+34%	+$18.2K	0.01%	321
2023 Q1	$53.1K	Buy	2,369 +88	+4%	+$2.11K	0.01%	363
2022 Q4	$55K	Buy	+2,281	New	+$54.1K	0.01%	355

Other funds holding WDS

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return