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 |
|