Integrated Wealth Concepts’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
$453K Buy
29,355
+18,160
+162% +$280K ﹤0.01% 1333
2025
Q1
$162K Sell
11,195
-804
-7% -$11.7K ﹤0.01% 1647
2024
Q4
$187K Sell
11,999
-242
-2% -$3.78K ﹤0.01% 1615
2024
Q3
$211K Buy
12,241
+148
+1% +$2.55K ﹤0.01% 1534
2024
Q2
$227K Buy
12,093
+12
+0.1% +$226 ﹤0.01% 1465
2024
Q1
$241K Sell
12,081
-62
-0.5% -$1.24K ﹤0.01% 1435
2023
Q4
$256K Buy
12,143
+161
+1% +$3.4K ﹤0.01% 1339
2023
Q3
$279K Hold
11,982
﹤0.01% 1259
2023
Q2
$278K Sell
11,982
-607
-5% -$14.1K ﹤0.01% 1261
2023
Q1
$282K Buy
12,589
+2,472
+24% +$55.4K 0.01% 1084
2022
Q4
$245K Sell
10,117
-207
-2% -$5.01K 0.01% 879
2022
Q3
$208K Sell
10,324
-97
-0.9% -$1.95K 0.01% 857
2022
Q2
$225K Buy
+10,421
New +$225K 0.01% 854