Integrated Wealth Concepts’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	$864K	Buy	36,171 +13,199	+57%	+$257K	0.01%	1204
2025 Q4	$358K	Sell	22,972 -7,663	-25%	-$122K	﹤0.01%	1248
2025 Q3	$461K	Buy	30,635 +1,280	+4%	+$21.1K	﹤0.01%	1394
2025 Q2	$453K	Buy	29,355 +18,160	+162%	+$254K	﹤0.01%	1333
2025 Q1	$162K	Sell	11,195 -804	-7%	-$12.2K	﹤0.01%	1647
2024 Q4	$187K	Sell	11,999 -242	-2%	-$3.88K	﹤0.01%	1615
2024 Q3	$211K	Buy	12,241 +148	+1%	+$2.63K	﹤0.01%	1534
2024 Q2	$227K	Buy	12,093 +12	+0.1%	+$223	﹤0.01%	1465
2024 Q1	$241K	Sell	12,081 -62	-0.5%	-$1.25K	﹤0.01%	1435
2023 Q4	$256K	Buy	12,143 +161	+1%	+$3.43K	﹤0.01%	1339
2023 Q3	$279K	Hold	11,982	–	–	﹤0.01%	1259
2023 Q2	$278K	Sell	11,982 -607	-5%	-$13.9K	﹤0.01%	1261
2023 Q1	$282K	Buy	12,589 +2,472	+24%	+$59.4K	0.01%	1084
2022 Q4	$245K	Sell	10,117 -207	-2%	-$4.91K	0.01%	879
2022 Q3	$208K	Sell	10,324 -97	-0.9%	-$2.14K	0.01%	857
2022 Q2	$225K	Buy	+10,421	New	+$236K	0.01%	854